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 | $78,125 |
ACCESSEHR INSURANCE SERVICES3 years Service code 49 · EIN 83-2965715 | Other Services | $7,095 |
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 |
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 | $62,928 | $89,436-29.6% | $164,813-61.8% | $77,643-19.0% |
| Participation rate | 98.1% | 78.6%+19.5pp | 78.6%+19.5pp | 70.6%+27.6pp |
| Annual return | 13.16% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,475 | $2,569-42.6% | $4,341-66.0% | $2,726-45.9% |
| Participant deferral / active EE | $3,724 | $4,897-23.9% | $6,031-38.3% | $4,647-19.9% |
| Admin fee / account holder | $208 | $339-38.6% | $12,690-98.4% | $430-51.6% |