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 9-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $785 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,789 | $35,183-83.5% | $73,545-92.1% | $70,131-91.7% |
| Participation rate | 73.7% | 42.9%+30.8pp | 54.9%+18.8pp | 69.5%+4.1pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,409 | $709+98.8% | $1,219+15.6% | $2,342-39.8% |
| Participant deferral / active EE | $2,828 | $1,220+131.8% | $1,806+56.6% | $3,332-15.1% |
| Admin fee / account holder | $10 | $2,302-99.6% | $2,320-99.6% | $4,645-99.8% |