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 | $79,651 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,881 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 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 | $85,870 | $54,045+58.9% | $115,157-25.4% | $65,185+31.7% |
| Participation rate | 93.3% | 63.5%+29.8pp | 75.9%+17.4pp | 70.2%+23.1pp |
| Annual return | 23.48% | 26.55%-3.1pp | 35.60%-12.1pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,601 | $1,653-3.1% | $3,179-49.6% | $2,177-26.4% |
| Participant deferral / active EE | $4,055 | $2,504+61.9% | $4,168-2.7% | $3,514+15.4% |
| Admin fee / account holder | $435 | $626-30.4% | $7,088-93.9% | $847-48.6% |