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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,234 |
Service code 49 · EIN 41-0973005 | Other Services | $9,516 |
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 | $69,415 | $76,050-8.7% | $96,544-28.1% | $71,457-2.9% |
| Participation rate | 88.4% | 74.4%+14.0pp | 76.0%+12.4pp | 67.9%+20.5pp |
| Annual return | 14.05% | 22.81%-8.8pp | 25.84%-11.8pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,142 | $2,244-49.1% | $2,965-61.5% | $2,588-55.9% |
| Participant deferral / active EE | $3,262 | $4,215-22.6% | $4,851-32.8% | $4,289-23.9% |
| Admin fee / account holder | $446 | $2,707-83.5% | $8,252-94.6% | $1,587-71.9% |