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 | $22,817 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $49,690 | $64,807-23.3% | $79,464-37.5% | - |
| Participation rate | 80.8% | 63.3%+17.5pp | 73.3%+7.5pp | - |
| Annual return | -6.99% | -6.90%-0.1pp | 718.14%-725.1pp | - |
| Employer contribution / active EE | $5,510 | $2,603+111.7% | $2,800+96.8% | - |
| Participant deferral / active EE | $0 | $2,645-100.0% | $3,704-100.0% | - |
| Admin fee / account holder | $187 | $2,902-93.6% | $5,113-96.3% | - |