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 | $37,159 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,757 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,990 | $30,086+172.5% | $61,373+33.6% | $64,808+26.5% |
| Participation rate | 20.0% | 36.4%-16.3pp | 52.6%-32.5pp | 71.5%-51.4pp |
| Annual return | -17.24% | -13.99%-3.3pp | 338.61%-355.8pp | 32.82%-50.1pp |
| Employer contribution / active EE | $527 | $536-1.7% | $1,159-54.5% | $2,506-79.0% |
| Participant deferral / active EE | $1,015 | $1,126-9.9% | $2,125-52.2% | $4,310-76.5% |
| Admin fee / account holder | $225 | $148+52.0% | $2,130-89.4% | $188+19.9% |