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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $210,865 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $80,792 |
MORNINGSTAR4 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,159 | $131,799-36.9% | $200,582-58.5% | $85,563-2.8% |
| Participation rate | 75.1% | 87.9%-12.8pp | 86.9%-11.8pp | 66.0%+9.2pp |
| Annual return | 15.56% | 21.59%-6.0pp | 42.33%-26.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,715 | $4,532-40.1% | $6,419-57.7% | $2,654+2.3% |
| Participant deferral / active EE | $5,717 | $7,702-25.8% | $9,331-38.7% | $4,375+30.7% |
| Admin fee / account holder | $558 | $235+137.3% | $16,305-96.6% | $834-33.1% |