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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,171 |
DAVISWALKER LLC5+ years Service code 49 · EIN 54-1655574 | Other Services | $18,696 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 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 | $150,962 | $66,601+126.7% | $92,893+62.5% | $67,579+123.4% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 71.3%+25.9pp |
| Annual return | 23.98% | 92.58%-68.6pp | 109.41%-85.4pp | 378.56%-354.6pp |
| Employer contribution / active EE | $714 | $2,775-74.3% | $3,653-80.4% | $2,148-66.7% |
| Participant deferral / active EE | $9,192 | $3,157+191.2% | $4,236+117.0% | $3,539+159.7% |
| Admin fee / account holder | $388 | $199+95.2% | $5,794-93.3% | $142+172.8% |