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 | $29,527 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,294 |
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.
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 | $76,674 | $26,114+193.6% | $58,482+31.1% | $74,419+3.0% |
| Participation rate | 19.1% | 32.1%-13.0pp | 50.9%-31.7pp | 70.7%-51.6pp |
| Annual return | -10.35% | 32.51%-42.9pp | 4239.32%-4249.7pp | 34.38%-44.7pp |
| Employer contribution / active EE | $311 | $536-42.0% | $1,053-70.5% | $2,637-88.2% |
| Participant deferral / active EE | $605 | $1,075-43.7% | $1,924-68.5% | $4,528-86.6% |
| Admin fee / account holder | $188 | $649-71.0% | $2,516-92.5% | $348-45.9% |