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 7-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,274 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $14,893 | $47,922-68.9% | $75,886-80.4% | $65,185-77.2% |
| Participation rate | 76.6% | 63.0%+13.6pp | 69.3%+7.4pp | 70.2%+6.4pp |
| Annual return | 0.00% | 24.12%-24.1pp | 30.76%-30.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,296 | $1,557+47.5% | $2,500-8.2% | $2,177+5.5% |
| Participant deferral / active EE | $3,003 | $2,550+17.7% | $3,603-16.7% | $3,514-14.6% |
| Admin fee / account holder | $115 | $532-78.3% | $5,418-97.9% | $847-86.4% |