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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,800 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $44,281 | $22,714+95.0% | $59,496-25.6% | $55,191-19.8% |
| Participation rate | 93.5% | 37.5%+56.0pp | 54.6%+38.9pp | 69.2%+24.3pp |
| Annual return | -0.69% | -44.01%+43.3pp | 182.05%-182.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $537 | $418+28.4% | $1,153-53.5% | $1,899-71.7% |
| Participant deferral / active EE | $3,101 | $843+267.7% | $1,829+69.5% | $3,046+1.8% |
| Admin fee / account holder | $17 | $83-79.9% | $2,232-99.3% | $91-81.6% |