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 9-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 | $18,984 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,647 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,571 | $82,274-73.8% | $152,466-85.9% | $79,386-72.8% |
| Participation rate | 89.4% | 76.4%+13.0pp | 78.2%+11.2pp | 70.7%+18.7pp |
| Annual return | 17.93% | 7959.84%-7941.9pp | 757.33%-739.4pp | 116.85%-98.9pp |
| Employer contribution / active EE | $2,758 | $3,613-23.7% | $4,327-36.3% | $2,427+13.6% |
| Participant deferral / active EE | $4,874 | $4,969-1.9% | $5,820-16.3% | $4,046+20.5% |
| Admin fee / account holder | $65 | $632-89.7% | $15,805-99.6% | $626-89.6% |