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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,565 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $0 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,110 | $86,944+26.6% | $107,525+2.4% | $74,304+48.2% |
| Participation rate | 67.2% | 59.6%+7.6pp | 75.1%-7.9pp | 60.3%+6.9pp |
| Annual return | 14.18% | 23.52%-9.3pp | 181.32%-167.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,767 | $2,757-35.9% | $3,754-52.9% | $2,241-21.1% |
| Participant deferral / active EE | $3,541 | $3,554-0.4% | $5,116-30.8% | $3,767-6.0% |
| Admin fee / account holder | $118 | $3,727-96.8% | $8,919-98.7% | $2,969-96.0% |