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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,064 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,132 | $28,109-71.1% | $71,086-88.6% | $56,287-85.6% |
| Participation rate | 76.4% | 40.4%+35.9pp | 54.7%+21.7pp | 69.9%+6.5pp |
| Annual return | -16.33% | -615.05%+598.7pp | 650.59%-666.9pp | -9.96%-6.4pp |
| Employer contribution / active EE | $1,394 | $558+150.0% | $1,088+28.2% | $2,111-34.0% |
| Participant deferral / active EE | $2,879 | $1,116+158.0% | $1,874+53.6% | $3,350-14.1% |
| Admin fee / account holder | $11 | $585-98.1% | $3,082-99.6% | $521-97.9% |