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 | $80,779 |
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $35,949 |
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 | $61,911 | $59,417+4.2% | $93,606-33.9% | $74,495-16.9% |
| Participation rate | 87.6% | 59.7%+28.0pp | 68.7%+18.9pp | 67.2%+20.4pp |
| Annual return | 14.40% | 81.83%-67.4pp | 133.20%-118.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,714 | $1,264+35.7% | $2,420-29.2% | $2,623-34.6% |
| Participant deferral / active EE | $4,385 | $3,050+43.8% | $4,411-0.6% | $4,346+0.9% |
| Admin fee / account holder | $357 | $3,021-88.2% | $8,285-95.7% | $1,942-81.6% |