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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,580 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,993 |
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 |
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 | $117,800 | $84,487+39.4% | $125,339-6.0% | $66,914+76.0% |
| Participation rate | 88.4% | 76.4%+11.9pp | 82.4%+6.0pp | 69.8%+18.6pp |
| Annual return | -16.88% | -8.39%-8.5pp | 572.05%-588.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,900 | $3,553-46.5% | $4,814-60.5% | $2,544-25.3% |
| Participant deferral / active EE | $8,865 | $6,781+30.7% | $7,446+19.0% | $4,237+109.2% |
| Admin fee / account holder | $326 | $685-52.4% | $10,010-96.7% | $593-45.0% |