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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,959 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,575 |
Filed as: WILSHIRE ADVISORS LLC 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 | $127,008 | $72,254+75.8% | $86,677+46.5% | $64,808+96.0% |
| Participation rate | 98.4% | 80.4%+18.0pp | 76.6%+21.8pp | 71.5%+26.9pp |
| Annual return | -16.41% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,438 | $2,393-39.9% | $2,836-49.3% | $2,506-42.6% |
| Participant deferral / active EE | $6,941 | $4,658+49.0% | $4,656+49.1% | $4,310+61.0% |
| Admin fee / account holder | $332 | $174+91.0% | $7,493-95.6% | $188+76.9% |