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 | $85,554 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,660 |
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 | $154,431 | $101,317+52.4% | $146,958+5.1% | $74,495+107.3% |
| Participation rate | 88.7% | 75.5%+13.2pp | 82.2%+6.6pp | 67.2%+21.5pp |
| Annual return | 18.44% | 8730.91%-8712.5pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,951 | $3,810-48.8% | $4,933-60.4% | $2,623-25.6% |
| Participant deferral / active EE | $8,939 | $7,303+22.4% | $8,070+10.8% | $4,346+105.7% |
| Admin fee / account holder | $363 | $1,739-79.2% | $12,998-97.2% | $1,942-81.3% |