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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,168 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 | Other Services | $10,785 |
Service code 49 · EIN 41-0973005 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $37,777 | $49,138-23.1% | $84,015-55.0% | $65,185-42.0% |
| Participation rate | 92.6% | 60.7%+31.9pp | 69.0%+23.6pp | 70.2%+22.4pp |
| Annual return | 18.56% | 23.00%-4.4pp | 71.31%-52.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,147 | $914+25.6% | $1,983-42.2% | $2,177-47.3% |
| Participant deferral / active EE | $2,964 | $2,397+23.7% | $3,239-8.5% | $3,514-15.6% |
| Admin fee / account holder | $295 | $543-45.7% | $6,101-95.2% | $847-65.2% |