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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,446 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,520 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,935 | $104,475+32.0% | $159,436-13.5% | $79,386+73.8% |
| Participation rate | 95.0% | 76.6%+18.4pp | 82.8%+12.2pp | 70.7%+24.3pp |
| Annual return | 18.23% | 67.95%-49.7pp | 263.57%-245.3pp | 116.85%-98.6pp |
| Employer contribution / active EE | $1,941 | $3,417-43.2% | $4,829-59.8% | $2,427-20.0% |
| Participant deferral / active EE | $9,402 | $6,467+45.4% | $7,352+27.9% | $4,046+132.4% |
| Admin fee / account holder | $337 | $711-52.7% | $10,799-96.9% | $626-46.3% |