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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,049 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $36,707 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,910 | $88,087+3.2% | $164,866-44.9% | $74,546+22.0% |
| Participation rate | 94.0% | 73.1%+21.0pp | 78.6%+15.4pp | 67.2%+26.8pp |
| Annual return | 15.17% | 17.27%-2.1pp | 69.97%-54.8pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,106 | $2,595-57.4% | $4,343-74.5% | $2,624-57.8% |
| Participant deferral / active EE | $5,526 | $4,499+22.8% | $6,033-8.4% | $4,347+27.1% |
| Admin fee / account holder | $354 | $2,232-84.1% | $12,689-97.2% | $1,944-81.8% |