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 | $58,190 |
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 | $95,023 | $95,274-0.3% | $135,903-30.1% | $74,419+27.7% |
| Participation rate | 92.9% | 78.2%+14.7pp | 81.9%+11.0pp | 70.7%+22.1pp |
| Annual return | 19.33% | 32.77%-13.4pp | 68.23%-48.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,870 | $7,782+39.7% | $7,758+40.1% | $4,528+140.1% |
| Admin fee / account holder | $141 | $266-47.2% | $10,762-98.7% | $348-59.6% |