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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,154 |
MORNINGSTAR3 years 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 | $109,167 | $119,446-8.6% | $150,045-27.2% | $85,563+27.6% |
| Participation rate | 95.2% | 75.4%+19.8pp | 82.3%+12.9pp | 66.0%+29.3pp |
| Annual return | 16.27% | 23.72%-7.5pp | 62.55%-46.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $12,211 | $7,985+52.9% | $7,997+52.7% | $4,375+179.1% |
| Admin fee / account holder | $162 | $548-70.4% | $13,435-98.8% | $834-80.6% |