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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,825 |
EDWARD JONES7+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $26,290 |
WILSHIRE ASSOCIATES INCORPORATED7+ years 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 | $59,753 | $59,263+0.8% | $96,562-38.1% | $79,386-24.7% |
| Participation rate | 83.3% | 61.9%+21.4pp | 69.8%+13.4pp | 70.7%+12.5pp |
| Annual return | 15.96% | 27.07%-11.1pp | 37.78%-21.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,432 | $1,216+17.8% | $2,356-39.2% | $2,427-41.0% |
| Participant deferral / active EE | $3,072 | $2,948+4.2% | $3,849-20.2% | $4,046-24.1% |
| Admin fee / account holder | $306 | $658-53.5% | $6,181-95.0% | $626-51.1% |