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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,236 |
PARK AVENUE SECURITIES LLC1+ years Service code 49 · EIN 13-4023176 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,643 | $44,642-6.7% | $91,220-54.3% | $66,914-37.8% |
| Participation rate | 97.5% | 64.9%+32.7pp | 73.2%+24.4pp | 69.8%+27.7pp |
| Annual return | 0.00% | -12.29%+12.3pp | 114.01%-114.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,230 | $1,706-27.9% | $2,850-56.8% | $2,544-51.6% |
| Participant deferral / active EE | $83 | $3,349-97.5% | $4,234-98.0% | $4,237-98.0% |
| Admin fee / account holder | $24 | $521-95.5% | $5,420-99.6% | $593-96.0% |