See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,275 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,178 | $80,724-14.3% | $103,333-33.1% | $74,495-7.1% |
| Participation rate | 90.0% | 65.7%+24.4pp | 74.5%+15.5pp | 67.2%+22.8pp |
| Annual return | 12.60% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,580 | $3,157-18.3% | $3,868-33.3% | $2,623-1.6% |
| Participant deferral / active EE | $5,104 | $3,860+32.2% | $5,057+0.9% | $4,346+17.5% |
| Admin fee / account holder | $221 | $2,368-90.7% | $8,355-97.4% | $1,942-88.6% |