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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,022 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $25,368 |
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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,917 | $96,486-69.0% | $153,485-80.5% | $77,643-61.5% |
| Participation rate | 79.2% | 81.6%-2.5pp | 77.1%+2.1pp | 70.6%+8.6pp |
| Annual return | 14.94% | 14.44%+0.5pp | 15.65%-0.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,302 | $5,224-55.9% | $5,039-54.3% | $2,726-15.5% |
| Participant deferral / active EE | $3,872 | $6,609-41.4% | $6,757-42.7% | $4,647-16.7% |
| Admin fee / account holder | $228 | $182+24.7% | $12,724-98.2% | $430-47.1% |