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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,178 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,186 | $89,808-94.2% | $100,383-94.8% | $77,671-93.3% |
| Participation rate | 50.3% | 81.2%-30.9pp | 81.5%-31.2pp | 70.6%-20.3pp |
| Annual return | 18.41% | 20.62%-2.2pp | 49.26%-30.9pp | 31.21%-12.8pp |
| Employer contribution / active EE | $2,588 | $3,039-14.8% | $3,944-34.4% | $2,726-5.1% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,086-100.0% | $4,648-100.0% |
| Admin fee / account holder | $39 | $174-77.9% | $7,900-99.5% | $430-91.0% |