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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $266,183 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $48,281 |
Service code 49 · EIN 47-0465799 | Other Services | $12,070 |
BKD, LLP4 years Service code 10 · EIN 44-0160260 | Accounting | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 | $86,929 | $176,491-50.7% | $95,952-9.4% | $90,288-3.7% |
| Participation rate | 89.7% | 86.6%+3.2pp | 77.1%+12.7pp | 73.4%+16.4pp |
| Annual return | 15.40% | 20.14%-4.7pp | 91.61%-76.2pp | 53.97%-38.6pp |
| Employer contribution / active EE | $960 | $2,789-65.6% | $2,541-62.2% | $2,524-62.0% |
| Participant deferral / active EE | $4,218 | $5,340-21.0% | $4,167+1.2% | $4,232-0.3% |
| Admin fee / account holder | $209 | $154+35.8% | $6,795-96.9% | $114+83.5% |