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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,727 |
Service code 49 · EIN 41-0973005 | Other Services | $10,359 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,613 | $79,171-9.5% | $102,423-30.1% | $74,495-3.9% |
| Participation rate | 86.2% | 74.8%+11.4pp | 76.5%+9.7pp | 67.2%+19.0pp |
| Annual return | 10.31% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,219 | $2,362-48.4% | $3,023-59.7% | $2,623-53.5% |
| Participant deferral / active EE | $3,375 | $4,415-23.6% | $5,053-33.2% | $4,346-22.3% |
| Admin fee / account holder | $511 | $2,001-74.5% | $9,451-94.6% | $1,942-73.7% |