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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,365 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,755 | $88,770-25.9% | $109,143-39.8% | $93,030-29.3% |
| Participation rate | 98.7% | 81.5%+17.2pp | 75.9%+22.8pp | 73.9%+24.8pp |
| Annual return | 18.04% | 60.64%-42.6pp | 25.75%-7.7pp | 158.70%-140.7pp |
| Employer contribution / active EE | $4,930 | $3,780+30.4% | $3,722+32.5% | $2,706+82.2% |
| Participant deferral / active EE | $5,409 | $3,630+49.0% | $4,653+16.2% | $4,562+18.6% |
| Admin fee / account holder | $19 | $172-89.0% | $6,752-99.7% | $152-87.5% |