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 | $79,356 |
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 |
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 | $118,679 | $76,670+54.8% | $96,683+22.8% | $71,457+66.1% |
| Participation rate | 94.6% | 66.6%+28.1pp | 74.3%+20.3pp | 67.9%+26.7pp |
| Annual return | 16.07% | 48.29%-32.2pp | 35.69%-19.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,337 | $3,031-55.9% | $3,737-64.2% | $2,588-48.3% |
| Participant deferral / active EE | $6,966 | $3,771+84.7% | $4,878+42.8% | $4,289+62.4% |
| Admin fee / account holder | $443 | $2,028-78.1% | $6,730-93.4% | $1,587-72.1% |