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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $14,785 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,642 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,112 | $40,385+140.5% | $80,569+20.5% | $74,419+30.5% |
| Participation rate | 98.5% | 47.4%+51.1pp | 67.0%+31.5pp | 70.7%+27.8pp |
| Annual return | 13.11% | 164.85%-151.7pp | 935.43%-922.3pp | 34.38%-21.3pp |
| Employer contribution / active EE | $2,443 | $1,496+63.3% | $2,723-10.3% | $2,637-7.4% |
| Participant deferral / active EE | $7,891 | $2,674+195.1% | $4,447+77.4% | $4,528+74.3% |
| Admin fee / account holder | $29 | $720-95.9% | $5,377-99.5% | $348-91.6% |