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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,139 |
DAVISWALKER LLC3+ years Service code 49 · EIN 54-1655574 | Other Services | $21,440 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,169 | $60,545+159.6% | $92,233+70.4% | $69,631+125.7% |
| Participation rate | 98.4% | 72.2%+26.3pp | 76.5%+22.0pp | 70.7%+27.8pp |
| Annual return | 18.39% | 19.71%-1.3pp | 176.28%-157.9pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $973 | $2,633-63.1% | $3,679-73.6% | $2,032-52.1% |
| Participant deferral / active EE | $8,613 | $2,828+204.6% | $3,897+121.0% | $3,224+167.2% |
| Admin fee / account holder | $115 | $145-20.5% | $5,194-97.8% | $110+4.2% |