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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,163 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $17,523 |
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 | $28,580 | $84,784-66.3% | $98,439-71.0% | $74,419-61.6% |
| Participation rate | 81.2% | 81.5%-0.3pp | 75.2%+6.1pp | 70.7%+10.5pp |
| Annual return | 15.74% | 20.59%-4.9pp | 21.16%-5.4pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,109 | $3,364-67.1% | $3,048-63.6% | $2,637-58.0% |
| Participant deferral / active EE | $2,068 | $5,218-60.4% | $4,738-56.4% | $4,528-54.3% |
| Admin fee / account holder | $212 | $204+3.9% | $8,948-97.6% | $348-39.0% |