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 | $55,836 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $17,648 |
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 | $71,607 | $66,098+8.3% | $101,794-29.7% | $74,304-3.6% |
| Participation rate | 96.4% | 53.8%+42.7pp | 69.2%+27.2pp | 60.3%+36.1pp |
| Annual return | 14.71% | 19.59%-4.9pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $936 | $1,082-13.5% | $2,289-59.1% | $2,241-58.2% |
| Participant deferral / active EE | $5,601 | $2,781+101.4% | $4,084+37.1% | $3,767+48.7% |
| Admin fee / account holder | $372 | $4,146-91.0% | $8,777-95.8% | $2,969-87.5% |