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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,883 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,120 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $4,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,006 | $86,944+100.1% | $107,525+61.8% | $74,304+134.2% |
| Participation rate | 95.7% | 59.6%+36.2pp | 75.1%+20.7pp | 60.3%+35.4pp |
| Annual return | 14.37% | 23.52%-9.1pp | 181.32%-166.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,652 | $2,757-40.1% | $3,754-56.0% | $2,241-26.3% |
| Participant deferral / active EE | $8,701 | $3,554+144.8% | $5,116+70.1% | $3,767+131.0% |
| Admin fee / account holder | $295 | $3,727-92.1% | $8,919-96.7% | $2,969-90.1% |