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 | $88,692 |
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 |
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 | $105,559 | $66,457+58.8% | $81,382+29.7% | $77,643+36.0% |
| Participation rate | 77.2% | 68.7%+8.5pp | 69.5%+7.8pp | 70.6%+6.7pp |
| Annual return | 11.13% | 15.93%-4.8pp | 24.73%-13.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $5,289 | $2,159+144.9% | $2,463+114.8% | $2,726+94.0% |
| Participant deferral / active EE | $6,380 | $3,679+73.4% | $3,883+64.3% | $4,647+37.3% |
| Admin fee / account holder | $177 | $583-69.6% | $5,768-96.9% | $430-58.8% |