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 | $142,998 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $56,437 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,264 | $44,897-30.4% | $85,009-63.2% | $199,768-84.3% |
| Participation rate | 92.4% | 45.7%+46.7pp | 67.5%+24.9pp | 72.0%+20.4pp |
| Annual return | 24.95% | 20.96%+4.0pp | 66.47%-41.5pp | 34.26%-9.3pp |
| Employer contribution / active EE | $723 | $1,365-47.1% | $2,728-73.5% | $3,037-76.2% |
| Participant deferral / active EE | $3,361 | $2,668+26.0% | $4,522-25.7% | $5,090-34.0% |
| Admin fee / account holder | $121 | $584-79.3% | $6,153-98.0% | $269-55.1% |