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 | $19,715 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,225 |
MORNINGSTAR2 years 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 | $108,083 | $93,571+15.5% | $135,903-20.5% | $75,163+43.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.78% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $7,140 | $3,537+101.9% | $4,856+47.0% | $2,670+167.5% |
| Participant deferral / active EE | $10,422 | $6,404+62.7% | $7,758+34.3% | $4,125+152.7% |
| Admin fee / account holder | $36 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |