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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,873 |
EDWARD JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,124 |
Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $5,665 |
PENSION PLAN SPECIALISTS, PC7 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 | Contract Administrator | $3,713 |
MORNINGSTAR1 year 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,483 | $54,701-44.3% | $86,188-64.6% | $71,457-57.3% |
| Participation rate | 96.6% | 60.1%+36.5pp | 69.0%+27.7pp | 67.9%+28.7pp |
| Annual return | 14.99% | 20.06%-5.1pp | 1168.45%-1153.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,927 | $1,265+52.3% | $2,380-19.0% | $2,588-25.5% |
| Participant deferral / active EE | $2,410 | $3,108-22.5% | $3,985-39.5% | $4,289-43.8% |
| Admin fee / account holder | $203 | $1,922-89.5% | $6,852-97.0% | $1,587-87.2% |