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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,497 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $7,698 | $33,067-76.7% | $76,523-89.9% | $56,287-86.3% |
| Participation rate | 27.4% | 55.4%-28.0pp | 68.0%-40.6pp | 69.9%-42.5pp |
| Annual return | -5.62% | 2.72%-8.3pp | -0.27%-5.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $555 | $1,200-53.8% | $2,647-79.0% | $2,111-73.7% |
| Participant deferral / active EE | $1,030 | $2,240-54.0% | $3,835-73.1% | $3,350-69.3% |
| Admin fee / account holder | $265 | $537-50.6% | $4,848-94.5% | $521-49.1% |