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 5-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,381 |
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 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,022 | $54,517-70.6% | $75,972-78.9% | $74,495-78.5% |
| Participation rate | 94.6% | 60.3%+34.3pp | 69.1%+25.6pp | 67.2%+27.4pp |
| Annual return | 11.31% | 31.82%-20.5pp | 359.55%-348.2pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,471 | $1,777-17.2% | $2,685-45.2% | $2,623-43.9% |
| Participant deferral / active EE | $4,444 | $3,066+45.0% | $4,255+4.4% | $4,346+2.3% |
| Admin fee / account holder | $283 | $2,229-87.3% | $6,467-95.6% | $1,942-85.4% |