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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $939,885 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $60,625 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESMENT MGMT, LLC. Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC. Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,818 | $127,796-51.6% | $76,768-19.5% | $73,367-15.7% |
| Participation rate | 95.0% | 88.2%+6.8pp | 77.0%+18.0pp | 69.5%+25.5pp |
| Annual return | -7.54% | -2.31%-5.2pp | 2.43%-10.0pp | 173.45%-181.0pp |
| Employer contribution / active EE | $2,977 | $3,931-24.3% | $2,485+19.8% | $2,499+19.1% |
| Participant deferral / active EE | $3,863 | $6,924-44.2% | $3,852+0.3% | $4,033-4.2% |
| Admin fee / account holder | $19 | $66-71.0% | $6,675-99.7% | $68-71.9% |