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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,848 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $70,998 | $74,089-4.2% | $133,980-47.0% | $55,167+28.7% |
| Participation rate | 86.4% | 84.3%+2.1pp | 87.1%-0.7pp | 69.0%+17.4pp |
| Annual return | 6.98% | 12.11%-5.1pp | 29.30%-22.3pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,188 | $3,064-28.6% | $5,211-58.0% | $1,963+11.5% |
| Participant deferral / active EE | $6,878 | $4,678+47.0% | $6,282+9.5% | $3,054+125.2% |
| Admin fee / account holder | $59 | $458-87.0% | $9,324-99.4% | $504-88.2% |