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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,623 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,609 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,873 | $59,839-61.8% | $81,983-72.1% | $79,858-71.4% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.2%+14.1pp | 69.6%+13.7pp |
| Annual return | 22.23% | 17.56%+4.7pp | 41.31%-19.1pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,367 | $1,713+38.2% | $2,498-5.2% | $2,471-4.2% |
| Participant deferral / active EE | $3,383 | $2,695+25.5% | $3,722-9.1% | $3,740-9.6% |
| Admin fee / account holder | $176 | $4,287-95.9% | $5,664-96.9% | $5,306-96.7% |