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 |
|---|---|---|
Filed as: CETERA INVESTMENT SRVICES LLC Service code 49 · EIN 41-1483314 | Other Services | $35,821 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,665 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,433 | $66,457+24.0% | $81,438+1.2% | $77,671+6.1% |
| Participation rate | 63.9% | 68.7%-4.9pp | 69.5%-5.6pp | 70.6%-6.7pp |
| Annual return | 10.54% | 15.93%-5.4pp | 24.74%-14.2pp | 31.21%-20.7pp |
| Employer contribution / active EE | $1,400 | $2,159-35.2% | $2,460-43.1% | $2,726-48.7% |
| Participant deferral / active EE | $5,965 | $3,679+62.1% | $3,883+53.6% | $4,648+28.3% |
| Admin fee / account holder | $21 | $583-96.5% | $5,764-99.6% | $430-95.2% |