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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,460 |
DAVISWALKER LLC4+ years Service code 49 · EIN 54-1655574 | Other Services | $22,907 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,046 | $56,443+141.0% | $83,848+62.3% | $55,725+144.1% |
| Participation rate | 98.1% | 72.0%+26.0pp | 76.1%+21.9pp | 70.9%+27.2pp |
| Annual return | -6.85% | 393.67%-400.5pp | 850.88%-857.7pp | 244.93%-251.8pp |
| Employer contribution / active EE | $728 | $2,682-72.9% | $3,631-80.0% | $2,078-65.0% |
| Participant deferral / active EE | $9,649 | $2,965+225.4% | $4,082+136.4% | $3,356+187.6% |
| Admin fee / account holder | $123 | $156-21.5% | $5,478-97.8% | $115+6.5% |