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 | $105,774 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $127 |
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 |
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 | $138,204 | $80,724+71.2% | $103,333+33.7% | $74,495+85.5% |
| Participation rate | 96.2% | 65.7%+30.5pp | 74.5%+21.7pp | 67.2%+29.0pp |
| Annual return | 11.33% | 27.56%-16.2pp | 24.88%-13.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,515 | $3,157-52.0% | $3,868-60.8% | $2,623-42.2% |
| Participant deferral / active EE | $8,059 | $3,860+108.8% | $5,057+59.3% | $4,346+85.4% |
| Admin fee / account holder | $662 | $2,368-72.0% | $8,355-92.1% | $1,942-65.9% |