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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,628 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $12,560 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $71,509 | $80,753-11.4% | $136,294-47.5% | $62,292+14.8% |
| Participation rate | 93.4% | 73.5%+19.9pp | 81.9%+11.5pp | 69.5%+23.9pp |
| Annual return | 30.63% | 35.83%-5.2pp | 5155.94%-5125.3pp | 28.90%+1.7pp |
| Employer contribution / active EE | $1,570 | $2,884-45.6% | $4,695-66.6% | $2,042-23.1% |
| Participant deferral / active EE | $6,023 | $5,164+16.6% | $6,247-3.6% | $3,169+90.0% |
| Admin fee / account holder | $246 | $525-53.3% | $9,243-97.3% | $479-48.8% |