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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,578 |
CLIFTONLARSONALLEN LLP8 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $14,280 |
LOCAL 1102 RWDSU2 years Filed as: LOCAL 42 PENSION PLAN Service code 14 · EIN 23-7404110 | Plan Administrator | $12,352 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,505 | $82,917-35.5% | $103,333-48.2% | $77,643-31.1% |
| Participation rate | 96.9% | 71.6%+25.4pp | 74.5%+22.4pp | 70.6%+26.4pp |
| Annual return | 13.57% | 19.13%-5.6pp | 24.88%-11.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $3,006 | $3,552-15.4% | $3,868-22.3% | $2,726+10.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $288 | $638-54.9% | $8,355-96.6% | $430-33.1% |