Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC5+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $45,103 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,137 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,118 | $89,652+37.3% | $141,197-12.8% | $65,186+88.9% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.5%+16.1pp | 70.2%+28.4pp |
| Annual return | 24.46% | 32.79%-8.3pp | 71.41%-46.9pp | 29.39%-4.9pp |
| Employer contribution / active EE | $4,083 | $3,065+33.2% | $4,736-13.8% | $2,177+87.6% |
| Participant deferral / active EE | $10,022 | $5,691+76.1% | $6,710+49.4% | $3,514+185.2% |
| Admin fee / account holder | $32 | $569-94.3% | $10,265-99.7% | $847-96.2% |