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 | $10,495 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $46,699 | $23,224+101.1% | $71,086-34.3% | $55,725-16.2% |
| Participation rate | 98.5% | 37.9%+60.7pp | 54.7%+43.9pp | 70.9%+27.7pp |
| Annual return | -3.86% | -2.87%-1.0pp | 650.59%-654.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $524 | $436+20.1% | $1,088-51.8% | $2,078-74.8% |
| Participant deferral / active EE | $2,741 | $929+195.1% | $1,874+46.3% | $3,356-18.3% |
| Admin fee / account holder | $33 | $118-72.4% | $3,082-98.9% | $115-71.7% |