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 5-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,936 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,678 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,828 | $37,426+62.5% | $77,482-21.5% | $79,858-23.8% |
| Participation rate | 70.6% | 41.5%+29.1pp | 54.2%+16.4pp | 69.6%+1.0pp |
| Annual return | 0.54% | 39.70%-39.2pp | 54.79%-54.2pp | 31.71%-31.2pp |
| Employer contribution / active EE | $220 | $637-65.5% | $986-77.7% | $2,471-91.1% |
| Participant deferral / active EE | $2,090 | $1,260+65.9% | $1,861+12.3% | $3,740-44.1% |
| Admin fee / account holder | $379 | $2,504-84.9% | $2,858-86.7% | $5,306-92.9% |