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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,459 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,224 | $57,281+6.9% | $86,612-29.3% | $75,163-18.5% |
| Participation rate | 76.3% | 63.2%+13.1pp | 71.7%+4.6pp | 67.2%+9.1pp |
| Annual return | 14.47% | 2670.75%-2656.3pp | 591.07%-576.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $5,498 | $2,314+137.5% | $3,022+81.9% | $2,670+105.9% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $213 | $4,112-94.8% | $5,614-96.2% | $5,651-96.2% |