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 | $48,085 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,645 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,908 | $102,553-32.8% | $151,611-54.5% | $66,914+3.0% |
| Participation rate | 78.2% | 85.5%-7.3pp | 87.5%-9.3pp | 69.8%+8.4pp |
| Annual return | -17.66% | -10.82%-6.8pp | 3.33%-21.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,108 | $4,180-49.6% | $6,166-65.8% | $2,544-17.2% |
| Participant deferral / active EE | $4,733 | $6,641-28.7% | $8,363-43.4% | $4,237+11.7% |
| Admin fee / account holder | $258 | $630-59.0% | $11,616-97.8% | $593-56.5% |