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 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,132 | $79,171+54.3% | $102,423+19.2% | $74,495+63.9% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 14.78% | 54.93%-40.2pp | 29.32%-14.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,151 | $2,362+33.4% | $3,023+4.2% | $2,623+20.1% |
| Participant deferral / active EE | $6,045 | $4,415+36.9% | $5,053+19.6% | $4,346+39.1% |
| Admin fee / account holder | $317 | $2,001-84.2% | $9,451-96.6% | $1,942-83.7% |