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 | $17,366 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,327 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,405 | $45,031+149.6% | $84,966+32.3% | $77,643+44.8% |
| Participation rate | 97.7% | 48.7%+49.0pp | 67.5%+30.2pp | 70.6%+27.1pp |
| Annual return | 26.58% | 79.22%-52.6pp | 66.38%-39.8pp | 31.24%-4.7pp |
| Employer contribution / active EE | $2,727 | $1,609+69.5% | $2,7270% | $2,7260% |
| Participant deferral / active EE | $8,297 | $2,807+195.5% | $4,519+83.6% | $4,647+78.5% |
| Admin fee / account holder | $28 | $912-96.9% | $6,149-99.5% | $430-93.5% |