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 | $4,527 |
ICC INSURANCE AGENCY2+ years Filed as: ICC INSURANCE AGENCY INC Service code 49 · EIN 04-3079587 | 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.
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 | $40,927 | $75,183-45.6% | $123,892-67.0% | $55,167-25.8% |
| Participation rate | 74.0% | 72.8%+1.2pp | 81.4%-7.4pp | 69.0%+5.0pp |
| Annual return | 13.64% | 19.01%-5.4pp | 47.52%-33.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,741 | $5,084-26.4% | $5,984-37.5% | $3,054+22.5% |
| Admin fee / account holder | $28 | $663-95.8% | $8,357-99.7% | $504-94.5% |