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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,781 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,847 |
MORNINGSTAR3 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 | $150,549 | $79,171+90.2% | $102,423+47.0% | $74,495+102.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.99% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,254 | $2,362-46.9% | $3,023-58.5% | $2,623-52.2% |
| Participant deferral / active EE | $5,962 | $4,415+35.0% | $5,053+18.0% | $4,346+37.2% |
| Admin fee / account holder | $617 | $2,001-69.1% | $9,451-93.5% | $1,942-68.2% |