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 7-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,934 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,263 | $62,132-89.9% | $185,823-96.6% | $73,488-91.5% |
| Participation rate | 59.6% | 67.8%-8.3pp | 78.0%-18.5pp | 70.7%-11.1pp |
| Annual return | 33.83% | 20.44%+13.4pp | 35.95%-2.1pp | 28.51%+5.3pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,485 | $3,711-33.0% | $5,632-55.9% | $3,740-33.6% |
| Admin fee / account holder | $79 | $419-81.1% | $9,500-99.2% | $513-84.5% |