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 | $37,714 |
MASON BENEFITS GROUP INC8+ years Service code 49 · EIN 39-1844466 | Other Services | $1,367 |
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 | $69,652 | $72,607-4.1% | $90,749-23.2% | $66,914+4.1% |
| Participation rate | 90.7% | 73.7%+17.0pp | 75.7%+15.0pp | 69.8%+20.9pp |
| Annual return | -15.45% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $855 | $2,369-63.9% | $2,921-70.7% | $2,544-66.4% |
| Participant deferral / active EE | $4,001 | $3,977+0.6% | $4,564-12.3% | $4,237-5.6% |
| Admin fee / account holder | $275 | $707-61.1% | $8,445-96.7% | $593-53.6% |