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 | $88,878 |
ACCESSEHR INSURANCE SERVICES4 years Service code 49 · EIN 83-2965715 | Other Services | $7,342 |
MORNINGSTAR4 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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,820 | $108,549-39.4% | $156,263-57.9% | $85,563-23.1% |
| Participation rate | 99.1% | 77.1%+22.0pp | 78.9%+20.2pp | 66.0%+33.1pp |
| Annual return | 10.43% | 21.79%-11.4pp | 59.47%-49.0pp | 31.51%-21.1pp |
| Employer contribution / active EE | $1,300 | $2,690-51.7% | $4,333-70.0% | $2,654-51.0% |
| Participant deferral / active EE | $4,026 | $4,800-16.1% | $6,158-34.6% | $4,375-8.0% |
| Admin fee / account holder | $235 | $650-63.8% | $14,255-98.4% | $834-71.8% |