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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,400 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,687 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,369 | $84,556-46.3% | $116,228-61.0% | $74,304-38.9% |
| Participation rate | 75.7% | 66.0%+9.6pp | 74.6%+1.1pp | 60.3%+15.3pp |
| Annual return | 13.73% | 18.35%-4.6pp | 90.06%-76.3pp | 29.43%-15.7pp |
| Employer contribution / active EE | $760 | $2,168-64.9% | $2,994-74.6% | $2,241-66.1% |
| Participant deferral / active EE | $1,874 | $3,814-50.9% | $4,953-62.2% | $3,767-50.3% |
| Admin fee / account holder | $360 | $3,792-90.5% | $11,989-97.0% | $2,969-87.9% |