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 7-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,501 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,252 | $36,767-72.1% | $81,478-87.4% | $62,292-83.5% |
| Participation rate | 27.4% | 54.4%-27.0pp | 68.0%-40.5pp | 69.5%-42.1pp |
| Annual return | 0.00% | 173.80%-173.8pp | 38.78%-38.8pp | 28.90%-28.9pp |
| Employer contribution / active EE | $365 | $1,128-67.6% | $2,568-85.8% | $2,042-82.1% |
| Participant deferral / active EE | $917 | $2,111-56.6% | $3,537-74.1% | $3,169-71.1% |
| Admin fee / account holder | $51 | $797-93.6% | $4,561-98.9% | $479-89.4% |