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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,486 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,769 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,960 | $81,474-54.6% | $133,956-72.4% | $73,488-49.7% |
| Participation rate | 95.2% | 76.4%+18.9pp | 79.8%+15.4pp | 70.7%+24.6pp |
| Annual return | 17.40% | 19.40%-2.0pp | 45.09%-27.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,003 | $3,786+5.7% | $5,048-20.7% | $3,740+7.0% |
| Admin fee / account holder | $268 | $713-62.5% | $8,927-97.0% | $513-47.8% |