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 | $256,425 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $31,743 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,500 |
Filed as: HOME FEDERAL SAVINGS & LOAN ASSOC O Service code 49 · EIN 47-0465799 | Other Services | $7,936 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,791 | $104,697-18.1% | $96,544-11.1% | $80,160+7.0% |
| Participation rate | 89.4% | 86.4%+3.0pp | 76.0%+13.4pp | 72.9%+16.5pp |
| Annual return | 18.26% | 21.78%-3.5pp | 25.84%-7.6pp | 40.38%-22.1pp |
| Employer contribution / active EE | $1,710 | $3,536-51.6% | $2,965-42.3% | $2,978-42.6% |
| Participant deferral / active EE | $5,419 | $6,188-12.4% | $4,851+11.7% | $5,017+8.0% |
| Admin fee / account holder | $181 | $107+69.3% | $8,252-97.8% | $145+24.7% |