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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $52,152 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,768 |
Filed as: WILSHIRE ADVISORS LLC 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 | $91,758 | $55,415+65.6% | $155,509-41.0% | $74,495+23.2% |
| Participation rate | 76.9% | 61.9%+15.0pp | 78.2%-1.3pp | 67.2%+9.7pp |
| Annual return | 14.21% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,817 | $2,267+68.4% | $4,672-18.3% | $2,623+45.5% |
| Participant deferral / active EE | $4,601 | $2,836+62.3% | $5,626-18.2% | $4,346+5.9% |
| Admin fee / account holder | $17 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |