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 | $77,775 |
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 |
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 | $114,538 | $108,549+5.5% | $156,263-26.7% | $85,563+33.9% |
| Participation rate | 54.3% | 77.1%-22.8pp | 78.9%-24.6pp | 66.0%-11.7pp |
| Annual return | 14.06% | 21.79%-7.7pp | 59.47%-45.4pp | 31.51%-17.5pp |
| Employer contribution / active EE | $865 | $2,690-67.8% | $4,333-80.0% | $2,654-67.4% |
| Participant deferral / active EE | $2,804 | $4,800-41.6% | $6,158-54.5% | $4,375-35.9% |
| Admin fee / account holder | $167 | $650-74.3% | $14,255-98.8% | $834-80.0% |