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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,933 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,736 | $47,977-27.6% | $154,107-77.5% | $56,287-38.3% |
| Participation rate | 93.8% | 66.2%+27.6pp | 83.0%+10.7pp | 69.9%+23.9pp |
| Annual return | 9.01% | 3.54%+5.5pp | 735.12%-726.1pp | -9.96%+19.0pp |
| Employer contribution / active EE | $345 | $2,169-84.1% | $5,298-93.5% | $2,111-83.7% |
| Participant deferral / active EE | $2,069 | $2,392-13.5% | $5,081-59.3% | $3,350-38.2% |
| Admin fee / account holder | $104 | $438-76.2% | $13,411-99.2% | $521-80.0% |