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 7-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,499 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $6,310 |
Filed as: WILSHIRE ADVISORS LLC 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 | $3,109 | $46,292-93.3% | $143,757-97.8% | $64,808-95.2% |
| Participation rate | 97.6% | 64.2%+33.4pp | 80.3%+17.3pp | 71.5%+26.1pp |
| Annual return | -18.54% | -10.05%-8.5pp | -0.04%-18.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $651 | $1,910-65.9% | $4,951-86.8% | $2,506-74.0% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $42 | $154-72.9% | $14,673-99.7% | $188-77.8% |