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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,193 |
THE BENCHMARK GROUP RIA SERVICES L10+ years Service code 27 · EIN 27-2562160 | Advisory (Plan) | $44,601 |
MORNINGSTAR4 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,469 | $57,831-21.4% | $82,389-44.8% | $85,563-46.9% |
| Participation rate | 94.3% | 55.0%+39.3pp | 69.5%+24.7pp | 66.0%+28.3pp |
| Annual return | 16.08% | 17.86%-1.8pp | 28.67%-12.6pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,722 | $1,643+4.8% | $2,517-31.6% | $2,654-35.1% |
| Participant deferral / active EE | $4,619 | $3,118+48.1% | $4,155+11.2% | $4,375+5.6% |
| Admin fee / account holder | $213 | $1,391-84.7% | $7,231-97.1% | $834-74.5% |