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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,120 |
Service code 27 · EIN 41-0944586 | Advisory (Plan) | $5,000 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $3,757 | $58,347-93.6% | $85,682-95.6% | $86,799-95.7% |
| Participation rate | 87.7% | 64.9%+22.8pp | 69.9%+17.9pp | 72.3%+15.5pp |
| Annual return | 29.32% | 18.43%+10.9pp | 21.49%+7.8pp | 97.91%-68.6pp |
| Employer contribution / active EE | $940 | $1,751-46.3% | $2,618-64.1% | $2,405-60.9% |
| Participant deferral / active EE | $2,297 | $3,065-25.1% | $3,923-41.4% | $4,131-44.4% |
| Admin fee / account holder | $30 | $147-79.4% | $6,873-99.6% | $170-82.1% |