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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,261 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,927 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,120 | $60,776-50.4% | $85,682-64.8% | $79,386-62.1% |
| Participation rate | 80.6% | 62.1%+18.5pp | 69.9%+10.7pp | 70.7%+9.9pp |
| Annual return | 16.40% | 16.57%-0.2pp | 21.49%-5.1pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,350 | $1,663+41.3% | $2,618-10.3% | $2,427-3.2% |
| Participant deferral / active EE | $3,315 | $2,919+13.6% | $3,923-15.5% | $4,046-18.0% |
| Admin fee / account holder | $247 | $438-43.6% | $6,873-96.4% | $626-60.5% |