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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,242 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,803 | $91,372+1.6% | $129,995-28.6% | $74,419+24.7% |
| Participation rate | 53.2% | 77.8%-24.6pp | 78.5%-25.3pp | 70.7%-17.5pp |
| Annual return | 16.97% | 23.21%-6.2pp | -137.18%+154.1pp | 34.38%-17.4pp |
| Employer contribution / active EE | $891 | $2,563-65.2% | $4,320-79.4% | $2,637-66.2% |
| Participant deferral / active EE | $2,713 | $4,721-42.5% | $5,820-53.4% | $4,528-40.1% |
| Admin fee / account holder | $166 | $283-41.3% | $10,614-98.4% | $348-52.1% |