See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,454 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,663 | $86,655+10.4% | $119,609-20.0% | $66,914+43.0% |
| Participation rate | 78.6% | 75.6%+3.0pp | 79.3%-0.7pp | 69.8%+8.8pp |
| Annual return | -16.37% | -8.00%-8.4pp | -14.97%-1.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,353 | $2,536-46.6% | $4,232-68.0% | $2,544-46.8% |
| Participant deferral / active EE | $5,004 | $4,358+14.8% | $5,602-10.7% | $4,237+18.1% |
| Admin fee / account holder | $126 | $755-83.3% | $10,323-98.8% | $593-78.8% |