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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,569 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,684 | $58,083+11.4% | $80,019-19.2% | $56,287+14.9% |
| Participation rate | 62.4% | 73.6%-11.2pp | 75.8%-13.4pp | 69.9%-7.4pp |
| Annual return | -4.03% | 34.61%-38.6pp | 11.22%-15.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $798 | $1,932-58.7% | $2,468-67.7% | $2,111-62.2% |
| Participant deferral / active EE | $2,947 | $3,135-6.0% | $3,686-20.0% | $3,350-12.0% |
| Admin fee / account holder | $88 | $623-85.8% | $6,521-98.6% | $521-83.0% |