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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,756 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,041 | $39,948+15.3% | $89,391-48.5% | $73,409-37.3% |
| Participation rate | 46.4% | 50.4%-4.0pp | 68.0%-21.6pp | 72.2%-25.8pp |
| Annual return | 13.68% | 50.12%-36.4pp | 245.62%-231.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $715 | $1,200-40.4% | $2,586-72.3% | $2,234-68.0% |
| Participant deferral / active EE | $3,855 | $2,193+75.8% | $3,890-0.9% | $3,805+1.3% |
| Admin fee / account holder | $19 | $134-85.5% | $4,881-99.6% | $158-87.7% |