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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,096 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,107 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $9,700 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,192 | $50,127-47.7% | $149,673-82.5% | $80,160-67.3% |
| Participation rate | 18.6% | 64.3%-45.7pp | 78.8%-60.1pp | 72.9%-54.3pp |
| Annual return | 12.21% | 29.82%-17.6pp | 134.42%-122.2pp | 40.38%-28.2pp |
| Employer contribution / active EE | $212 | $1,865-88.6% | $4,818-95.6% | $2,978-92.9% |
| Participant deferral / active EE | $646 | $3,194-79.8% | $5,680-88.6% | $5,017-87.1% |
| Admin fee / account holder | $219 | $153+43.8% | $13,210-98.3% | $145+51.4% |