Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,985 |
Service code 49 · EIN 51-6041053 | Other Services | $6,960 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,132 | $79,184+54.2% | $102,438+19.2% | $74,546+63.8% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.3pp |
| Annual return | 14.78% | 54.95%-40.2pp | 29.37%-14.6pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $3,151 | $2,362+33.4% | $3,024+4.2% | $2,624+20.1% |
| Participant deferral / active EE | $6,045 | $4,414+36.9% | $5,054+19.6% | $4,347+39.0% |
| Admin fee / account holder | $317 | $2,001-84.2% | $9,448-96.6% | $1,944-83.7% |