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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,515 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,732 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,867 | $96,484+40.8% | $156,263-13.1% | $74,304+82.9% |
| Participation rate | 96.1% | 67.7%+28.4pp | 78.9%+17.2pp | 60.3%+35.7pp |
| Annual return | 16.05% | 17.73%-1.7pp | 59.47%-43.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,517 | $2,528-0.5% | $4,333-41.9% | $2,241+12.3% |
| Participant deferral / active EE | $7,921 | $4,286+84.8% | $6,158+28.6% | $3,767+110.3% |
| Admin fee / account holder | $366 | $3,728-90.2% | $14,255-97.4% | $2,969-87.7% |