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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,211 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,865 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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.
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 | $28,338 | $86,332-67.2% | $125,175-77.4% | $65,185-56.5% |
| Participation rate | 96.1% | 75.3%+20.7pp | 79.8%+16.3pp | 70.2%+25.9pp |
| Annual return | 26.25% | 27.43%-1.2pp | 43.79%-17.5pp | 29.38%-3.1pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,419 | $3,537-3.3% | $4,937-30.7% | $3,514-2.7% |
| Admin fee / account holder | $73 | $609-87.9% | $9,702-99.2% | $847-91.3% |