See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,416 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,721 | $95,416-95.1% | $185,823-97.5% | $85,850-94.5% |
| Participation rate | 97.8% | 68.8%+29.0pp | 81.7%+16.1pp | 69.3%+28.5pp |
| Annual return | 11.04% | 23.59%-12.5pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,282 | $3,314-61.3% | $5,167-75.2% | $2,565-50.0% |
| Participant deferral / active EE | $1,157 | $3,423-66.2% | $5,568-79.2% | $3,952-70.7% |
| Admin fee / account holder | $67 | $7,213-99.1% | $16,237-99.6% | $6,260-98.9% |