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 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,477 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $97,251 | $61,058+59.3% | $71,209+36.6% | $85,563+13.7% |
| Participation rate | 99.8% | 58.6%+41.2pp | 73.8%+26.0pp | 66.0%+33.8pp |
| Annual return | 9.69% | 100.41%-90.7pp | 282.51%-272.8pp | 31.51%-21.8pp |
| Employer contribution / active EE | $6,306 | $2,199+186.8% | $2,721+131.7% | $2,654+137.6% |
| Participant deferral / active EE | $1,959 | $3,173-38.2% | $4,175-53.1% | $4,375-55.2% |
| Admin fee / account holder | $239 | $855-72.0% | $5,349-95.5% | $834-71.3% |