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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,723 |
Service code 49 · EIN 32-0071428 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $17,557 | $74,089-76.3% | $133,980-86.9% | $55,167-68.2% |
| Participation rate | 98.2% | 84.3%+13.9pp | 87.1%+11.1pp | 69.0%+29.2pp |
| Annual return | 19.28% | 12.11%+7.2pp | 29.30%-10.0pp | 169.23%-149.9pp |
| Employer contribution / active EE | $735 | $3,064-76.0% | $5,211-85.9% | $1,963-62.5% |
| Participant deferral / active EE | $5,031 | $4,678+7.6% | $6,282-19.9% | $3,054+64.7% |
| Admin fee / account holder | $46 | $458-89.9% | $9,324-99.5% | $504-90.8% |