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 5-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,093 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486 | $51,197-99.1% | $82,719-99.4% | $66,914-99.3% |
| Participation rate | 73.1% | 67.8%+5.3pp | 72.6%+0.6pp | 69.8%+3.3pp |
| Annual return | -17.90% | -9.64%-8.3pp | 701.18%-719.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8 | $3,458-99.8% | $4,395-99.8% | $4,237-99.8% |
| Admin fee / account holder | $39 | $416-90.7% | $5,329-99.3% | $593-93.5% |