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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,768 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,113 | $64,119+56.1% | $112,228-10.8% | $66,914+49.6% |
| Participation rate | 94.2% | 68.5%+25.7pp | 75.1%+19.1pp | 69.8%+24.4pp |
| Annual return | -15.79% | -13.81%-2.0pp | 27.45%-43.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,197 | $3,005-60.2% | $3,635-67.1% | $2,544-53.0% |
| Participant deferral / active EE | $6,450 | $3,693+74.7% | $4,728+36.4% | $4,237+52.2% |
| Admin fee / account holder | $415 | $625-33.6% | $6,410-93.5% | $593-30.1% |