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 | $52,202 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,082 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,041 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $8,000 |
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 |
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 | $113,201 | $82,664+36.9% | $125,339-9.7% | $68,494+65.3% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -16.97% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,361 | $3,381-0.6% | $4,814-30.2% | $2,596+29.5% |
| Participant deferral / active EE | $4,266 | $6,110-30.2% | $7,446-42.7% | $4,027+5.9% |
| Admin fee / account holder | $512 | $6,275-91.8% | $10,010-94.9% | $5,403-90.5% |