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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,743 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,991 | $56,152-9.2% | $185,823-72.6% | $73,409-30.5% |
| Participation rate | 93.5% | 67.6%+26.0pp | 78.0%+15.5pp | 72.2%+21.4pp |
| Annual return | 10.79% | 17.59%-6.8pp | 35.95%-25.2pp | 59.29%-48.5pp |
| Employer contribution / active EE | $1,905 | $1,532+24.4% | $4,087-53.4% | $2,234-14.7% |
| Participant deferral / active EE | $3,340 | $3,659-8.7% | $5,632-40.7% | $3,805-12.2% |
| Admin fee / account holder | $116 | $132-12.1% | $9,500-98.8% | $158-26.5% |