See peer percentile detail. $4.99 for your first month.
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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,940 |
EDWARD JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,613 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,489 | $54,701+12.4% | $86,188-28.7% | $71,457-14.0% |
| Participation rate | 85.3% | 60.1%+25.2pp | 69.0%+16.3pp | 67.9%+17.3pp |
| Annual return | 19.41% | 20.06%-0.7pp | 1168.45%-1149.0pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,747 | $1,265+38.1% | $2,380-26.6% | $2,588-32.5% |
| Participant deferral / active EE | $4,208 | $3,108+35.4% | $3,985+5.6% | $4,289-1.9% |
| Admin fee / account holder | $293 | $1,922-84.8% | $6,852-95.7% | $1,587-81.6% |