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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,023 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,920 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,907 |
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 | $93,195 | $30,588+204.7% | $53,898+72.9% | $85,563+8.9% |
| Participation rate | 21.6% | 26.3%-4.7pp | 55.0%-33.3pp | 66.0%-44.3pp |
| Annual return | 11.97% | 50.42%-38.4pp | 528.60%-516.6pp | 31.51%-19.5pp |
| Employer contribution / active EE | $367 | $436-15.9% | $932-60.6% | $2,654-86.2% |
| Participant deferral / active EE | $741 | $848-12.6% | $1,826-59.4% | $4,375-83.1% |
| Admin fee / account holder | $197 | $1,879-89.5% | $2,491-92.1% | $834-76.4% |