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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,122 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,840 | $52,953-28.5% | $172,739-78.1% | $65,185-41.9% |
| Participation rate | 92.6% | 66.2%+26.4pp | 82.6%+9.9pp | 70.2%+22.4pp |
| Annual return | 6.85% | 30.12%-23.3pp | 802.84%-796.0pp | 29.38%-22.5pp |
| Employer contribution / active EE | $929 | $2,190-57.6% | $5,143-81.9% | $2,177-57.3% |
| Participant deferral / active EE | $2,110 | $2,471-14.6% | $5,198-59.4% | $3,514-40.0% |
| Admin fee / account holder | $104 | $472-78.1% | $13,954-99.3% | $847-87.8% |