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 | $77,613 |
LEGACY BENEFIT SERVICES10+ years Service code 13 · EIN 71-0948945 | Contract Administrator | $5,076 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Filed as: WILSHIRE ASOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years 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 | $57,175 | $82,917-31.0% | $103,333-44.7% | $77,643-26.4% |
| Participation rate | 94.0% | 71.6%+22.5pp | 74.5%+19.5pp | 70.6%+23.4pp |
| Annual return | 12.67% | 19.13%-6.5pp | 24.88%-12.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,391 | $3,552-32.7% | $3,868-38.2% | $2,726-12.3% |
| Participant deferral / active EE | $6,749 | $4,108+64.3% | $5,057+33.5% | $4,647+45.2% |
| Admin fee / account holder | $218 | $638-65.9% | $8,355-97.4% | $430-49.4% |