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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,709 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,988 |
GARGULA, JOHN A.2 years Service code 49 2423 EARLY SETTLERS RD · NORTH CHESTERFIELD, VA 232353811 | Other Services | $2,119 |
MORNINGSTAR1 year 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,246 | $106,236+29.2% | $112,228+22.3% | $64,808+111.8% |
| Participation rate | 96.2% | 71.7%+24.6pp | 75.1%+21.2pp | 71.5%+24.8pp |
| Annual return | -16.78% | -6.02%-10.8pp | 27.45%-44.2pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,027 | $3,166-67.6% | $3,635-71.7% | $2,506-59.0% |
| Participant deferral / active EE | $10,399 | $3,785+174.7% | $4,728+119.9% | $4,310+141.2% |
| Admin fee / account holder | $265 | $452-41.4% | $6,410-95.9% | $188+41.0% |