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 | $20,133 |
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $19,078 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $55,607 | $55,449+0.3% | $83,848-33.7% | $56,287-1.2% |
| Participation rate | 77.9% | 68.0%+9.9pp | 76.1%+1.7pp | 69.9%+8.0pp |
| Annual return | -6.47% | -1.38%-5.1pp | 850.88%-857.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $575 | $2,430-76.4% | $3,631-84.2% | $2,111-72.8% |
| Participant deferral / active EE | $2,708 | $2,935-7.7% | $4,082-33.6% | $3,350-19.1% |
| Admin fee / account holder | $94 | $656-85.7% | $5,478-98.3% | $521-82.0% |