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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,781 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
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 | $87,852 | $58,923+49.1% | $97,167-9.6% | $74,546+17.8% |
| Participation rate | 96.3% | 63.6%+32.7pp | 72.7%+23.6pp | 67.2%+29.1pp |
| Annual return | 11.12% | 16.04%-4.9pp | 75.27%-64.1pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,912 | $1,894+1.0% | $2,729-29.9% | $2,624-27.1% |
| Participant deferral / active EE | $3,339 | $3,664-8.9% | $4,264-21.7% | $4,347-23.2% |
| Admin fee / account holder | $52 | $1,974-97.4% | $5,650-99.1% | $1,944-97.3% |