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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,512 |
ZNEROLD, STEVEN J.1+ years Service code 49 6701 WESTOWN PKWY · WEST DES MOINES, IA 502667706 | Other Services | $5,002 |
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 | $56,525 | $72,770-22.3% | $67,652-16.4% | $55,191+2.4% |
| Participation rate | 95.7% | 78.8%+16.9pp | 75.7%+20.1pp | 69.2%+26.6pp |
| Annual return | 1.73% | -3.26%+5.0pp | 6625.04%-6623.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $790 | $1,769-55.4% | $2,266-65.1% | $1,899-58.4% |
| Participant deferral / active EE | $3,312 | $3,408-2.8% | $3,560-7.0% | $3,046+8.7% |
| Admin fee / account holder | $28 | $79-65.0% | $4,821-99.4% | $91-69.6% |