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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,321 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $53,092 | $54,762-3.1% | $90,281-41.2% | $72,985-27.3% |
| Participation rate | 94.9% | 65.1%+29.7pp | 73.3%+21.6pp | 69.5%+25.4pp |
| Annual return | 19.24% | 30.63%-11.4pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $5,210 | $2,092+149.0% | $2,854+82.5% | $2,440+113.5% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $186 | $3,972-95.3% | $5,351-96.5% | $5,124-96.4% |