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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,088 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $78,219 | $66,310+18.0% | $93,606-16.4% | $65,185+20.0% |
| Participation rate | 64.6% | 74.0%-9.4pp | 75.8%-11.2pp | 70.2%-5.6pp |
| Annual return | 25.68% | 42.58%-16.9pp | 32.76%-7.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $832 | $2,012-58.6% | $2,718-69.4% | $2,177-61.8% |
| Participant deferral / active EE | $3,098 | $3,342-7.3% | $4,069-23.9% | $3,514-11.8% |
| Admin fee / account holder | $216 | $6,897-96.9% | $7,888-97.3% | $847-74.5% |