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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,189 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,239 | $47,126-65.5% | $149,673-89.2% | $74,419-78.2% |
| Participation rate | 53.0% | 63.4%-10.4pp | 78.8%-25.8pp | 70.7%-17.8pp |
| Annual return | 23.83% | 22.75%+1.1pp | 134.42%-110.6pp | 34.38%-10.5pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,656 | $2,728-39.3% | $5,680-70.8% | $4,528-63.4% |
| Admin fee / account holder | $21 | $343-93.8% | $13,210-99.8% | $348-93.9% |