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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,868 |
WILSHIRE ASSOCIATES INCORPORATED7+ years 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 | $48,463 | $65,061-25.5% | $143,757-66.3% | $66,914-27.6% |
| Participation rate | 96.0% | 65.2%+30.8pp | 80.3%+15.7pp | 69.8%+26.2pp |
| Annual return | -14.37% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,016 | $2,361-14.6% | $4,951-59.3% | $2,544-20.8% |
| Participant deferral / active EE | $2,352 | $2,919-19.4% | $5,637-58.3% | $4,237-44.5% |
| Admin fee / account holder | $180 | $502-64.2% | $14,673-98.8% | $593-69.7% |