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 |
|---|---|---|
Service code 49 · EIN 41-1486060 | Other Services | $7,078 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,104 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,714 | $35,986-45.2% | $77,482-74.6% | $73,488-73.2% |
| Participation rate | 72.3% | 40.8%+31.4pp | 54.2%+18.1pp | 70.7%+1.6pp |
| Annual return | 20.58% | 19.26%+1.3pp | 54.79%-34.2pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,414 | $557+153.7% | $986+43.4% | $2,270-37.7% |
| Participant deferral / active EE | $3,025 | $1,198+152.6% | $1,861+62.6% | $3,740-19.1% |
| Admin fee / account holder | $10 | $466-97.8% | $2,858-99.6% | $513-98.0% |