See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,871 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $101,225 | $79,171+27.9% | $102,423-1.2% | $74,495+35.9% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 10.65% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,395 | $2,362-41.0% | $3,023-53.9% | $2,623-46.8% |
| Participant deferral / active EE | $4,928 | $4,415+11.6% | $5,053-2.5% | $4,346+13.4% |
| Admin fee / account holder | $245 | $2,001-87.7% | $9,451-97.4% | $1,942-87.4% |