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 | $140,177 |
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $45,014 |
QUALIFIED PLANS, LLC9+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $15,331 |
MORNINGSTAR2 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,545 | $50,815+46.7% | $155,509-52.1% | $77,643-4.0% |
| Participation rate | 96.4% | 63.1%+33.2pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 14.52% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,359 | $1,993+68.6% | $4,672-28.1% | $2,726+23.2% |
| Participant deferral / active EE | $5,692 | $2,822+101.7% | $5,626+1.2% | $4,647+22.5% |
| Admin fee / account holder | $305 | $437-30.1% | $15,912-98.1% | $430-29.1% |