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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,556 |
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 | $89,081 | $65,435+36.1% | $86,677+2.8% | $66,914+33.1% |
| Participation rate | 92.3% | 75.5%+16.9pp | 76.6%+15.7pp | 69.8%+22.5pp |
| Annual return | -15.06% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,375 | $2,153-36.1% | $2,836-51.5% | $2,544-45.9% |
| Participant deferral / active EE | $4,817 | $4,100+17.5% | $4,656+3.5% | $4,237+13.7% |
| Admin fee / account holder | $234 | $642-63.5% | $7,493-96.9% | $593-60.5% |