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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,278 |
Service code 49 · EIN 32-0071428 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $21,965 | $81,537-73.1% | $149,718-85.3% | $69,631-68.5% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.1%+10.4pp | 70.7%+26.8pp |
| Annual return | 24.27% | 22.79%+1.5pp | 1501.63%-1477.4pp | 27571.02%-27546.8pp |
| Employer contribution / active EE | $590 | $3,239-81.8% | $5,445-89.2% | $2,032-71.0% |
| Participant deferral / active EE | $4,454 | $4,994-10.8% | $6,569-32.2% | $3,224+38.2% |
| Admin fee / account holder | $51 | $107-52.2% | $11,283-99.5% | $110-53.7% |