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 | $281,261 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,673 | $148,970-33.8% | $136,007-27.4% | $199,593-50.6% |
| Participation rate | 74.3% | 79.4%-5.0pp | 76.5%-2.1pp | 72.0%+2.4pp |
| Annual return | 13.72% | 27.07%-13.3pp | 579.32%-565.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $1,771 | $3,561-50.3% | $4,217-58.0% | $3,034-41.6% |
| Participant deferral / active EE | $6,026 | $6,140-1.9% | $7,025-14.2% | $5,087+18.5% |
| Admin fee / account holder | $152 | $144+5.7% | $6,858-97.8% | $269-43.4% |