See peer percentile detail. $4.99 for your first month.
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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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,349 |
PROFESSIONAL THERAPY1 year Filed as: PROFESSIONAL THERAPY SVC Service code 27 · EIN 37-1087415 | Advisory (Plan) | $12,150 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
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 | $65,982 | $46,173+42.9% | $170,442-61.3% | $69,631-5.2% |
| Participation rate | 47.6% | 63.9%-16.3pp | 83.6%-36.0pp | 70.7%-23.1pp |
| Annual return | 17.46% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $302 | $1,610-81.3% | $5,433-94.4% | $2,032-85.1% |
| Participant deferral / active EE | $2,083 | $2,080+0.1% | $4,939-57.8% | $3,224-35.4% |
| Admin fee / account holder | $179 | $116+54.1% | $13,880-98.7% | $110+61.8% |