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 | $9,460 |
S B H U LIFE AGENCY INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $3,325 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,308 | $80,724+117.2% | $103,333+69.7% | $74,495+135.3% |
| Participation rate | 92.2% | 65.7%+26.6pp | 74.5%+17.7pp | 67.2%+25.0pp |
| Annual return | 11.61% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,941 | $3,157-38.5% | $3,868-49.8% | $2,623-26.0% |
| Participant deferral / active EE | $7,363 | $3,860+90.7% | $5,057+45.6% | $4,346+69.4% |
| Admin fee / account holder | $74 | $2,368-96.9% | $8,355-99.1% | $1,942-96.2% |