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 9-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,079 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
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 | $96,383 | $79,171+21.7% | $102,423-5.9% | $74,495+29.4% |
| Participation rate | 96.9% | 74.8%+22.1pp | 76.5%+20.5pp | 67.2%+29.7pp |
| Annual return | 11.17% | 54.93%-43.8pp | 29.32%-18.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,309 | $2,362-2.3% | $3,023-23.6% | $2,623-12.0% |
| Participant deferral / active EE | $7,618 | $4,415+72.6% | $5,053+50.8% | $4,346+75.3% |
| Admin fee / account holder | $21 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |