See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,975 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,686 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,909 | $82,664-5.8% | $125,339-37.8% | $68,494+13.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.03% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $7,612 | $3,381+125.1% | $4,814+58.1% | $2,596+193.2% |
| Participant deferral / active EE | $9,449 | $6,110+54.6% | $7,446+26.9% | $4,027+134.6% |
| Admin fee / account holder | $27 | $6,275-99.6% | $10,010-99.7% | $5,403-99.5% |