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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,427 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $29,347 |
RUBINBROWN LLP4 years Service code 10 · EIN 43-0765316 | Accounting | $6,500 |
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.
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 | $28,080 | $57,610-51.3% | $154,803-81.9% | $102,872-72.7% |
| Participation rate | 24.9% | 59.5%-34.6pp | 78.1%-53.2pp | 73.0%-48.2pp |
| Annual return | 12.37% | 30.49%-18.1pp | 58.88%-46.5pp | 19.06%-6.7pp |
| Employer contribution / active EE | $270 | $1,883-85.7% | $4,305-93.7% | $3,526-92.3% |
| Participant deferral / active EE | $877 | $2,914-69.9% | $5,540-84.2% | $5,535-84.2% |
| Admin fee / account holder | $217 | $368-41.0% | $14,329-98.5% | $292-25.8% |