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 | $25,878 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 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 | $47,883 | $79,519-39.8% | $95,952-50.1% | $73,409-34.8% |
| Participation rate | 57.8% | 81.2%-23.3pp | 77.1%-19.2pp | 72.2%-14.3pp |
| Annual return | 16.06% | 19.20%-3.1pp | 91.61%-75.6pp | 59.29%-43.2pp |
| Employer contribution / active EE | $765 | $2,048-62.6% | $2,541-69.9% | $2,234-65.8% |
| Participant deferral / active EE | $2,029 | $4,138-51.0% | $4,167-51.3% | $3,805-46.7% |
| Admin fee / account holder | $105 | $184-42.9% | $6,795-98.5% | $158-33.4% |