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 | $62,850 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $17,991 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,896 | $122,239-19.9% | $184,203-46.9% | $74,495+31.4% |
| Participation rate | 75.7% | 85.5%-9.8pp | 86.8%-11.1pp | 67.2%+8.5pp |
| Annual return | 16.09% | 19.95%-3.9pp | 28.81%-12.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,390 | $4,537-47.3% | $6,427-62.8% | $2,623-8.9% |
| Participant deferral / active EE | $5,316 | $7,139-25.5% | $9,131-41.8% | $4,346+22.3% |
| Admin fee / account holder | $345 | $1,260-72.6% | $13,901-97.5% | $1,942-82.2% |