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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,781 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,823 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,833 | $78,485-46.7% | $106,213-60.6% | $74,495-43.8% |
| Participation rate | 71.4% | 72.8%-1.4pp | 75.3%-3.9pp | 67.2%+4.2pp |
| Annual return | 11.28% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $753 | $2,523-70.1% | $3,171-76.3% | $2,623-71.3% |
| Participant deferral / active EE | $1,837 | $4,322-57.5% | $5,016-63.4% | $4,346-57.7% |
| Admin fee / account holder | $360 | $2,232-83.9% | $11,033-96.7% | $1,942-81.5% |