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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,919 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,687 | $62,146-86.0% | $81,438-89.3% | $74,546-88.3% |
| Participation rate | 94.0% | 64.1%+30.0pp | 69.5%+24.5pp | 67.2%+26.8pp |
| Annual return | 14.27% | 16.49%-2.2pp | 24.74%-10.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $4,131 | $1,883+119.4% | $2,460+67.9% | $2,624+57.4% |
| Participant deferral / active EE | $1,245 | $3,229-61.4% | $3,883-67.9% | $4,347-71.4% |
| Admin fee / account holder | $31 | $1,922-98.4% | $5,764-99.5% | $1,944-98.4% |