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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,871 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,200 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,884 | $58,879-15.3% | $178,490-72.1% | $73,488-32.1% |
| Participation rate | 76.1% | 66.2%+9.8pp | 81.9%-5.9pp | 70.7%+5.4pp |
| Annual return | 3.81% | 24.86%-21.1pp | 151.07%-147.3pp | 28.51%-24.7pp |
| Employer contribution / active EE | $1,022 | $2,236-54.3% | $5,011-79.6% | $2,270-55.0% |
| Participant deferral / active EE | $1,193 | $2,567-53.5% | $5,202-77.1% | $3,740-68.1% |
| Admin fee / account holder | $22 | $400-94.6% | $13,984-99.8% | $513-95.8% |