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 | $55,049 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,308 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,610 | $101,499-36.3% | $147,005-56.0% | $74,546-13.3% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 14.86% | 8732.34%-8717.5pp | 418.76%-403.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,129 | $3,811-70.4% | $4,934-77.1% | $2,624-57.0% |
| Participant deferral / active EE | $7,086 | $7,304-3.0% | $8,070-12.2% | $4,347+63.0% |
| Admin fee / account holder | $360 | $1,748-79.4% | $13,006-97.2% | $1,944-81.5% |