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 | $32,194 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,823 | $25,302+104.8% | $74,701-30.6% | $67,579-23.3% |
| Participation rate | 98.5% | 37.8%+60.7pp | 54.5%+44.0pp | 71.3%+27.2pp |
| Annual return | 17.83% | 10291.17%-10273.3pp | 752.92%-735.1pp | 378.56%-360.7pp |
| Employer contribution / active EE | $534 | $446+19.6% | $1,084-50.7% | $2,148-75.1% |
| Participant deferral / active EE | $2,684 | $954+181.3% | $1,964+36.7% | $3,539-24.2% |
| Admin fee / account holder | $102 | $108-5.4% | $3,333-96.9% | $142-28.4% |