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 9-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 | $140,889 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $5,879 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,109 | $92,055-16.2% | $106,213-27.4% | $77,643-0.7% |
| Participation rate | 99.2% | 81.0%+18.2pp | 75.3%+23.9pp | 70.6%+28.6pp |
| Annual return | 11.26% | 17.91%-6.6pp | 116.14%-104.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $5,595 | $3,367+66.2% | $3,171+76.4% | $2,726+105.3% |
| Participant deferral / active EE | $5,492 | $5,386+2.0% | $5,016+9.5% | $4,647+18.2% |
| Admin fee / account holder | $345 | $219+57.6% | $11,033-96.9% | $430-19.8% |