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 | $39,506 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,624 |
MORNINGSTAR1 year 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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,020 | $78,485-5.7% | $106,213-30.3% | $74,495-0.6% |
| Participation rate | 95.9% | 72.8%+23.1pp | 75.3%+20.6pp | 67.2%+28.7pp |
| Annual return | 8.86% | 15.95%-7.1pp | 116.14%-107.3pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $877 | $2,523-65.2% | $3,171-72.3% | $2,623-66.5% |
| Participant deferral / active EE | $4,230 | $4,322-2.1% | $5,016-15.7% | $4,346-2.7% |
| Admin fee / account holder | $290 | $2,232-87.0% | $11,033-97.4% | $1,942-85.0% |