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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,051 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,478 |
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 | $32,828 | $72,607-54.8% | $90,749-63.8% | $66,914-50.9% |
| Participation rate | 88.0% | 73.7%+14.4pp | 75.7%+12.3pp | 69.8%+18.2pp |
| Annual return | -15.32% | -12.28%-3.0pp | -12.16%-3.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $871 | $2,369-63.2% | $2,921-70.2% | $2,544-65.8% |
| Participant deferral / active EE | $2,186 | $3,977-45.0% | $4,564-52.1% | $4,237-48.4% |
| Admin fee / account holder | $291 | $707-58.8% | $8,445-96.6% | $593-50.9% |