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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $65,613 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,366 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $12,429 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,370 | $101,317+154.0% | $146,958+75.1% | $74,495+245.5% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 11.91% | 8730.91%-8719.0pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $7,756 | $3,810+103.6% | $4,933+57.2% | $2,623+195.7% |
| Participant deferral / active EE | $10,993 | $7,303+50.5% | $8,070+36.2% | $4,346+153.0% |
| Admin fee / account holder | $202 | $1,739-88.4% | $12,998-98.4% | $1,942-89.6% |