See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $10,427 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,431 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,741 | $70,908-36.9% | $98,907-54.8% | $73,488-39.1% |
| Participation rate | 63.6% | 73.8%-10.1pp | 76.0%-12.4pp | 70.7%-7.0pp |
| Annual return | 13.94% | 34.17%-20.2pp | 196.43%-182.5pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,212 | $2,036-40.5% | $2,689-54.9% | $2,270-46.6% |
| Participant deferral / active EE | $2,571 | $3,500-26.5% | $4,244-39.4% | $3,740-31.3% |
| Admin fee / account holder | $29 | $535-94.6% | $6,642-99.6% | $513-94.3% |