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 | $792,283 |
MORNINGSTAR3 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,096 | $106,382-53.8% | $81,382-39.7% | $106,382-53.8% |
| Participation rate | 42.9% | 69.9%-27.0pp | 69.5%-26.6pp | 69.9%-27.0pp |
| Annual return | 13.04% | 17.37%-4.3pp | 24.73%-11.7pp | 17.37%-4.3pp |
| Employer contribution / active EE | $944 | $3,364-71.9% | $2,463-61.7% | $3,364-71.9% |
| Participant deferral / active EE | $1,624 | $5,569-70.8% | $3,883-58.2% | $5,569-70.8% |
| Admin fee / account holder | $117 | $79+47.7% | $5,768-98.0% | $79+47.7% |