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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,801 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,879 |
Filed as: WILSHIRE ADVISORS LLC 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 | $30,766 | $48,265-36.3% | $68,791-55.3% | $68,494-55.1% |
| Participation rate | 80.4% | 60.7%+19.7pp | 69.0%+11.4pp | 67.9%+12.5pp |
| Annual return | -18.89% | -12.71%-6.2pp | -6.38%-12.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,749 | $1,829+50.3% | $2,655+3.5% | $2,596+5.9% |
| Participant deferral / active EE | $3,801 | $2,867+32.6% | $3,941-3.6% | $4,027-5.6% |
| Admin fee / account holder | $268 | $4,355-93.8% | $4,932-94.6% | $5,403-95.0% |