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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,479 |
EDWARD JONES11+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $53,253 |
QUALIFIED PLANS, LLC10+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $17,916 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,021 | $50,982+72.7% | $154,803-43.1% | $85,563+2.9% |
| Participation rate | 96.6% | 59.8%+36.8pp | 78.1%+18.6pp | 66.0%+30.7pp |
| Annual return | 17.80% | 30.35%-12.6pp | 58.88%-41.1pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,531 | $1,708+106.7% | $4,305-18.0% | $2,654+33.1% |
| Participant deferral / active EE | $6,120 | $2,474+147.3% | $5,540+10.5% | $4,375+39.9% |
| Admin fee / account holder | $338 | $846-60.0% | $14,329-97.6% | $834-59.4% |