See peer percentile detail. $4.99 for your first month.
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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 | $70,342 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,341 | $65,241+17.0% | $126,539-39.7% | $85,563-10.8% |
| Participation rate | 63.2% | 48.6%+14.6pp | 69.8%-6.6pp | 66.0%-2.8pp |
| Annual return | 14.78% | 42.19%-27.4pp | 425.95%-411.2pp | 31.51%-16.7pp |
| Employer contribution / active EE | $910 | $1,937-53.0% | $3,674-75.2% | $2,654-65.7% |
| Participant deferral / active EE | $3,314 | $3,032+9.3% | $4,083-18.8% | $4,375-24.3% |
| Admin fee / account holder | $211 | $1,031-79.6% | $6,065-96.5% | $834-74.8% |