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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $346,867 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $56,665 |
Service code 49 · EIN 47-0465799 | Other Services | $14,166 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,931 | $144,996-33.1% | $111,297-12.9% | $93,030+4.2% |
| Participation rate | 88.8% | 86.2%+2.7pp | 77.3%+11.5pp | 73.9%+14.9pp |
| Annual return | 16.61% | 18.26%-1.6pp | 54.65%-38.0pp | 158.70%-142.1pp |
| Employer contribution / active EE | $1,084 | $3,056-64.5% | $2,731-60.3% | $2,706-59.9% |
| Participant deferral / active EE | $4,578 | $5,587-18.1% | $4,487+2.0% | $4,562+0.4% |
| Admin fee / account holder | $254 | $103+145.1% | $7,964-96.8% | $152+67.2% |