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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,162 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,181 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $98,560 | $59,328+66.1% | $118,925-17.1% | $73,488+34.1% |
| Participation rate | 91.6% | 62.3%+29.3pp | 75.4%+16.2pp | 70.7%+20.9pp |
| Annual return | 14.92% | 19.13%-4.2pp | 35.88%-21.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,661 | $1,803-7.9% | $3,263-49.1% | $2,270-26.8% |
| Participant deferral / active EE | $4,223 | $2,604+62.2% | $4,265-1.0% | $3,740+12.9% |
| Admin fee / account holder | $462 | $600-23.0% | $6,581-93.0% | $513-10.0% |