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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,508 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,150 |
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 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,334 | $64,871-68.7% | $129,110-84.3% | $66,914-69.6% |
| Participation rate | 84.6% | 74.0%+10.6pp | 77.3%+7.3pp | 69.8%+14.8pp |
| Annual return | -17.90% | -12.21%-5.7pp | -10.94%-7.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,925 | $3,741-21.8% | $5,052-42.1% | $2,544+15.0% |
| Participant deferral / active EE | $5,156 | $5,090+1.3% | $6,542-21.2% | $4,237+21.7% |
| Admin fee / account holder | $198 | $629-68.5% | $14,302-98.6% | $593-66.6% |