See peer percentile detail. $4.99 for your first month.
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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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $151,919 |
Service code 49 · EIN 74-2794194 | Other Services | $14,131 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $6,466 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,009 | $74,347-8.5% | $93,606-27.3% | $67,579+0.6% |
| Participation rate | 65.5% | 80.6%-15.1pp | 75.8%-10.3pp | 71.3%-5.8pp |
| Annual return | 40.59% | 28.07%+12.5pp | 32.76%+7.8pp | 378.56%-338.0pp |
| Employer contribution / active EE | $1,582 | $2,583-38.8% | $2,718-41.8% | $2,148-26.3% |
| Participant deferral / active EE | $3,004 | $4,060-26.0% | $4,069-26.2% | $3,539-15.1% |
| Admin fee / account holder | $283 | $123+131.0% | $7,888-96.4% | $142+99.2% |