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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,121 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $17,991 |
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 | $81,368 | $130,194-37.5% | $169,993-52.1% | $71,457+13.9% |
| Participation rate | 79.6% | 86.1%-6.6pp | 87.0%-7.4pp | 67.9%+11.7pp |
| Annual return | 20.02% | 20.37%-0.3pp | 53.37%-33.3pp | 28.85%-8.8pp |
| Employer contribution / active EE | $2,265 | $4,381-48.3% | $6,785-66.6% | $2,588-12.5% |
| Participant deferral / active EE | $5,119 | $6,923-26.1% | $10,408-50.8% | $4,289+19.4% |
| Admin fee / account holder | $274 | $966-71.6% | $12,815-97.9% | $1,587-82.7% |