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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,889 |
MARSHALL AND STEVENS1 year Filed as: MARSHALL AND STEVENS, INC. Service code 49 · EIN 92-1166892 | Other Services | $11,649 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,329 |
MORNINGSTAR4 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 | $177,349 | $100,923+75.7% | $150,045+18.2% | $74,304+138.7% |
| Participation rate | 93.9% | 70.1%+23.8pp | 82.3%+11.5pp | 60.3%+33.5pp |
| Annual return | 15.31% | 51.77%-36.5pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,250 | $3,463-35.0% | $4,693-52.1% | $2,241+0.4% |
| Participant deferral / active EE | $10,381 | $6,709+54.7% | $7,997+29.8% | $3,767+175.6% |
| Admin fee / account holder | $423 | $2,767-84.7% | $13,435-96.9% | $2,969-85.8% |