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 | $5,492 |
Service code 49 · EIN 77-0096773 | Other Services | $1,552 |
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 |
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 | $105,605 | $54,517+93.7% | $75,972+39.0% | $74,495+41.8% |
| Participation rate | 94.1% | 60.3%+33.7pp | 69.1%+25.0pp | 67.2%+26.9pp |
| Annual return | 18.79% | 31.82%-13.0pp | 359.55%-340.8pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $1,031 | $1,777-42.0% | $2,685-61.6% | $2,623-60.7% |
| Participant deferral / active EE | $7,722 | $3,066+151.9% | $4,255+81.5% | $4,346+77.7% |
| Admin fee / account holder | $42 | $2,229-98.1% | $6,467-99.3% | $1,942-97.8% |