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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,199 |
MONNIER & CO6+ years Service code 10 · EIN 34-1236295 | Accounting | $9,700 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,782 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,179 | $43,133-37.0% | $89,391-69.6% | $73,488-63.0% |
| Participation rate | 90.2% | 55.0%+35.3pp | 68.0%+22.2pp | 70.7%+19.5pp |
| Annual return | 16.09% | 135.66%-119.6pp | 245.62%-229.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,780 | $2,445+13.7% | $3,890-28.5% | $3,740-25.7% |
| Admin fee / account holder | $223 | $444-49.7% | $4,881-95.4% | $513-56.5% |