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 8-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,750 |
Filed as: WILSHIRE ASSOCIATES INC 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,021 | $112,096-11.7% | $95,952+3.2% | $158,922-37.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.74% | 171.09%-158.4pp | 91.61%-78.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,569 | $3,198-50.9% | $2,541-38.3% | $4,761-67.1% |
| Participant deferral / active EE | $2,287 | $4,784-52.2% | $4,167-45.1% | $5,982-61.8% |
| Admin fee / account holder | $513 | $10,130-94.9% | $6,795-92.4% | $11,246-95.4% |