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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,431 |
ZNEROLD, STEVEN J.2+ years Service code 49 6701 WESTOWN PKWY · WDM, IA 502667706 | Other Services | $5,505 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $57,116 | $63,905-10.6% | $74,183-23.0% | $57,658-0.9% |
| Participation rate | 93.7% | 79.8%+14.0pp | 76.6%+17.1pp | 70.2%+23.5pp |
| Annual return | 8.73% | 60.60%-51.9pp | 17.74%-9.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,007 | $1,840-45.3% | $2,370-57.5% | $1,974-49.0% |
| Participant deferral / active EE | $3,463 | $3,448+0.4% | $3,550-2.5% | $3,061+13.1% |
| Admin fee / account holder | $29 | $91-68.6% | $5,586-99.5% | $95-69.8% |