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 | $121,473 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,428 | $148,970-81.6% | $136,007-79.8% | $199,593-86.3% |
| Participation rate | 75.7% | 79.4%-3.6pp | 76.5%-0.7pp | 72.0%+3.8pp |
| Annual return | 11.33% | 27.07%-15.7pp | 579.32%-568.0pp | 34.25%-22.9pp |
| Employer contribution / active EE | $3,246 | $3,561-8.8% | $4,217-23.0% | $3,034+7.0% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,025-100.0% | $5,087-100.0% |
| Admin fee / account holder | $86 | $144-40.1% | $6,858-98.7% | $269-68.0% |