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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $60,124 |
THE MANDMARBLESTONE GROUP LLC8+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $5,350 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT COMPANY Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 | Advisory (Participants) | $0 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941533 | Other Services | $0 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1 year Service code 49 · EIN 20-1741754 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years 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 | $95,663 | $82,664+15.7% | $125,339-23.7% | $68,494+39.7% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,672 | $3,381+8.6% | $4,814-23.7% | $2,596+41.4% |
| Participant deferral / active EE | $14,218 | $6,110+132.7% | $7,446+90.9% | $4,027+253.1% |
| Admin fee / account holder | $431 | $6,275-93.1% | $10,010-95.7% | $5,403-92.0% |