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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,319 |
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 |
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 | $24,245 | $136,853-82.3% | $130,231-81.4% | $80,160-69.8% |
| Participation rate | 80.3% | 81.6%-1.3pp | 76.3%+4.0pp | 72.9%+7.4pp |
| Annual return | 17.49% | 22.66%-5.2pp | 38.77%-21.3pp | 40.38%-22.9pp |
| Employer contribution / active EE | $3,629 | $3,395+6.9% | $4,126-12.0% | $2,978+21.9% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,799-100.0% | $5,017-100.0% |
| Admin fee / account holder | $68 | $184-62.9% | $6,020-98.9% | $145-52.9% |