See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,947 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,061 | $59,159-89.8% | $159,960-96.2% | $66,914-90.9% |
| Participation rate | 82.8% | 68.1%+14.7pp | 78.0%+4.8pp | 69.8%+13.0pp |
| Annual return | -16.06% | -12.26%-3.8pp | 408.60%-424.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,201 | $4,395-27.2% | $6,182-48.2% | $4,237-24.4% |
| Admin fee / account holder | $85 | $591-85.6% | $8,698-99.0% | $593-85.7% |