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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $637,155 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $66,810 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC. Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $87,378 | $164,350-46.8% | $95,952-8.9% | $106,222-17.7% |
| Participation rate | 96.8% | 90.5%+6.4pp | 77.1%+19.8pp | 70.8%+26.0pp |
| Annual return | 17.99% | 14.56%+3.4pp | 91.61%-73.6pp | 21.69%-3.7pp |
| Employer contribution / active EE | $2,109 | $4,292-50.9% | $2,541-17.0% | $2,723-22.6% |
| Participant deferral / active EE | $4,153 | $7,854-47.1% | $4,167-0.3% | $4,600-9.7% |
| Admin fee / account holder | $19 | $65-70.7% | $6,795-99.7% | $78-75.5% |