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 | $80,627 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $15,973 |
WOODBURY FINANCIAL SERVICES6 years Service code 49 · EIN 41-0944586 | Other Services | $4,847 |
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 | $108,515 | $62,127+74.7% | $81,382+33.3% | $74,495+45.7% |
| Participation rate | 94.0% | 64.0%+30.0pp | 69.5%+24.5pp | 67.2%+26.8pp |
| Annual return | 11.76% | 16.48%-4.7pp | 24.73%-13.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,860 | $1,882-1.2% | $2,463-24.5% | $2,623-29.1% |
| Participant deferral / active EE | $1,922 | $3,229-40.5% | $3,883-50.5% | $4,346-55.8% |
| Admin fee / account holder | $320 | $1,934-83.5% | $5,768-94.5% | $1,942-83.5% |