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 |
|---|---|---|
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $31,864 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $19,393 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,251 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $46,976 | $88,890-47.2% | $102,423-54.1% | $77,643-39.5% |
| Participation rate | 81.6% | 80.9%+0.7pp | 76.5%+5.1pp | 70.6%+11.0pp |
| Annual return | 12.88% | 24.98%-12.1pp | 29.32%-16.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $559 | $2,698-79.3% | $3,023-81.5% | $2,726-79.5% |
| Participant deferral / active EE | $3,370 | $5,145-34.5% | $5,053-33.3% | $4,647-27.5% |
| Admin fee / account holder | $126 | $235-46.5% | $9,451-98.7% | $430-70.8% |