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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,191 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,504 | $69,305-27.1% | $82,313-38.6% | $69,631-27.5% |
| Participation rate | 93.3% | 80.3%+13.0pp | 76.9%+16.4pp | 70.7%+22.6pp |
| Annual return | 15.89% | 21.47%-5.6pp | 25.88%-10.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $4,085 | $1,887+116.6% | $2,428+68.2% | $2,032+101.0% |
| Participant deferral / active EE | $4,581 | $3,568+28.4% | $3,706+23.6% | $3,224+42.1% |
| Admin fee / account holder | $86 | $97-11.7% | $5,608-98.5% | $110-22.3% |