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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,567 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,804 |
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 | $27,070 | $72,137-62.5% | $142,449-81.0% | $71,457-62.1% |
| Participation rate | 82.1% | 71.7%+10.4pp | 76.8%+5.3pp | 67.9%+14.2pp |
| Annual return | 16.52% | 21.15%-4.6pp | 19.99%-3.5pp | 28.85%-12.3pp |
| Employer contribution / active EE | $2,490 | $3,793-34.3% | $4,847-48.6% | $2,588-3.8% |
| Participant deferral / active EE | $4,272 | $5,280-19.1% | $6,283-32.0% | $4,289-0.4% |
| Admin fee / account holder | $256 | $1,433-82.1% | $10,011-97.4% | $1,587-83.9% |