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 | $122,205 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,895 |
MORNINGSTAR2 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,410 | $101,317-36.4% | $146,958-56.2% | $74,495-13.5% |
| Participation rate | 86.1% | 75.5%+10.6pp | 82.2%+4.0pp | 67.2%+18.9pp |
| Annual return | 10.36% | 8730.91%-8720.6pp | 418.34%-408.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,880 | $3,810-24.4% | $4,933-41.6% | $2,623+9.8% |
| Participant deferral / active EE | $9,512 | $7,303+30.2% | $8,070+17.9% | $4,346+118.9% |
| Admin fee / account holder | $387 | $1,739-77.8% | $12,998-97.0% | $1,942-80.1% |