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 | $31,273 |
EDWARD JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,337 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $63,812 | $49,138+29.9% | $84,015-24.0% | $65,185-2.1% |
| Participation rate | 80.5% | 60.7%+19.8pp | 69.0%+11.5pp | 70.2%+10.3pp |
| Annual return | 24.03% | 23.00%+1.0pp | 71.31%-47.3pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,249 | $914+36.7% | $1,983-37.0% | $2,177-42.6% |
| Participant deferral / active EE | $2,733 | $2,397+14.0% | $3,239-15.6% | $3,514-22.2% |
| Admin fee / account holder | $233 | $543-57.0% | $6,101-96.2% | $847-72.4% |