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 5-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,906 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,656 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,957 | $81,908-73.2% | $90,749-75.8% | $64,808-66.1% |
| Participation rate | 81.8% | 80.5%+1.3pp | 75.7%+6.1pp | 71.5%+10.4pp |
| Annual return | -15.23% | -12.53%-2.7pp | -12.16%-3.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,014 | $3,065-66.9% | $2,921-65.3% | $2,506-59.5% |
| Participant deferral / active EE | $1,913 | $4,840-60.5% | $4,564-58.1% | $4,310-55.6% |
| Admin fee / account holder | $174 | $157+10.7% | $8,445-97.9% | $188-7.3% |