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 | $27,450 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $91,053 | $73,638+23.6% | $95,952-5.1% | $73,488+23.9% |
| Participation rate | 94.5% | 76.2%+18.3pp | 77.1%+17.4pp | 70.7%+23.8pp |
| Annual return | 13.25% | 16.78%-3.5pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,219 | $1,863-34.6% | $2,541-52.0% | $2,270-46.3% |
| Participant deferral / active EE | $4,015 | $3,617+11.0% | $4,167-3.7% | $3,740+7.4% |
| Admin fee / account holder | $200 | $482-58.4% | $6,795-97.1% | $513-60.9% |