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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,594 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,874 | $29,369-18.7% | $77,482-69.2% | $73,409-67.5% |
| Participation rate | 39.4% | 37.9%+1.5pp | 54.2%-14.8pp | 72.2%-32.8pp |
| Annual return | 14.26% | 358.15%-343.9pp | 54.79%-40.5pp | 59.29%-45.0pp |
| Employer contribution / active EE | $417 | $406+2.8% | $986-57.7% | $2,234-81.3% |
| Participant deferral / active EE | $518 | $941-45.0% | $1,861-72.2% | $3,805-86.4% |
| Admin fee / account holder | $166 | $123+35.5% | $2,858-94.2% | $158+5.3% |