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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,111 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,567 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $161,992 | $86,286+87.7% | $111,297+45.5% | $85,850+88.7% |
| Participation rate | 87.5% | 73.3%+14.2pp | 77.3%+10.2pp | 69.3%+18.2pp |
| Annual return | 18.02% | 19.99%-2.0pp | 54.65%-36.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,574 | $2,043-23.0% | $2,731-42.4% | $2,565-38.7% |
| Participant deferral / active EE | $2,646 | $3,641-27.3% | $4,487-41.0% | $3,952-33.0% |
| Admin fee / account holder | $865 | $8,188-89.4% | $7,964-89.1% | $6,260-86.2% |