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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $272,024 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $45,659 |
Filed as: HOME FEDERAL SAVINGS & LOAN ASSOC O Service code 49 · EIN 47-0465799 | Other Services | $11,415 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $0 |
MORNINGSTAR1 year 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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,958 | $130,141-40.9% | $86,677-11.2% | $77,904-1.2% |
| Participation rate | 88.8% | 85.9%+2.8pp | 76.6%+12.2pp | 73.7%+15.1pp |
| Annual return | -15.98% | -12.75%-3.2pp | 35.91%-51.9pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,156 | $3,220-64.1% | $2,836-59.3% | $2,848-59.4% |
| Participant deferral / active EE | $5,049 | $5,757-12.3% | $4,656+8.5% | $4,806+5.1% |
| Admin fee / account holder | $200 | $132+52.0% | $7,493-97.3% | $133+51.1% |