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 | $19,731 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,918 |
Service code 24 · EIN 61-1011484 | Discretionary Trustee | $13,500 |
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 | $120,833 | $42,886+181.8% | $88,946+35.9% | $85,563+41.2% |
| Participation rate | 96.8% | 37.9%+58.9pp | 68.8%+28.0pp | 66.0%+30.8pp |
| Annual return | 12.33% | 44.56%-32.2pp | 57.82%-45.5pp | 31.51%-19.2pp |
| Employer contribution / active EE | $2,820 | $1,147+145.9% | $2,555+10.4% | $2,654+6.3% |
| Participant deferral / active EE | $8,703 | $2,108+312.9% | $4,581+90.0% | $4,375+98.9% |
| Admin fee / account holder | $34 | $2,263-98.5% | $8,261-99.6% | $834-95.9% |