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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,500 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $42,821 | $48,471-11.7% | $182,532-76.5% | $67,579-36.6% |
| Participation rate | 92.3% | 67.2%+25.2pp | 78.0%+14.4pp | 71.3%+21.1pp |
| Annual return | 28.81% | 31.08%-2.3pp | 148.54%-119.7pp | 378.56%-349.7pp |
| Employer contribution / active EE | $1,839 | $1,461+25.9% | $4,076-54.9% | $2,148-14.4% |
| Participant deferral / active EE | $3,043 | $3,324-8.5% | $5,524-44.9% | $3,539-14.0% |
| Admin fee / account holder | $87 | $151-42.2% | $8,592-99.0% | $142-38.6% |