See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,250 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,327 | $89,904-71.8% | $453,369-94.4% | $86,799-70.8% |
| Participation rate | 89.4% | 75.7%+13.6pp | 78.0%+11.4pp | 72.3%+17.1pp |
| Annual return | 15.09% | 19.72%-4.6pp | 64.40%-49.3pp | 97.91%-82.8pp |
| Employer contribution / active EE | $3,408 | $3,279+3.9% | $4,070-16.3% | $2,405+41.7% |
| Participant deferral / active EE | $0 | $5,114-100.0% | $6,209-100.0% | $4,131-100.0% |
| Admin fee / account holder | $2 | $156-98.4% | $11,209-100.0% | $170-98.6% |