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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,156 |
EDWARD JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $34,598 |
QUALIFIED PLANS, LLC8+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $11,442 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,745 | $47,126+37.4% | $149,673-56.7% | $74,419-13.0% |
| Participation rate | 95.5% | 63.4%+32.1pp | 78.8%+16.8pp | 70.7%+24.8pp |
| Annual return | 26.32% | 22.75%+3.6pp | 134.42%-108.1pp | 34.38%-8.1pp |
| Employer contribution / active EE | $2,881 | $1,905+51.2% | $4,818-40.2% | $2,637+9.2% |
| Participant deferral / active EE | $5,188 | $2,728+90.2% | $5,680-8.7% | $4,528+14.6% |
| Admin fee / account holder | $242 | $343-29.3% | $13,210-98.2% | $348-30.4% |