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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,578 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $2,113 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,934 | $64,909+81.7% | $82,313+43.3% | $62,292+89.3% |
| Participation rate | 82.0% | 74.9%+7.1pp | 76.9%+5.1pp | 69.5%+12.5pp |
| Annual return | 23.49% | 21.18%+2.3pp | 25.88%-2.4pp | 28.90%-5.4pp |
| Employer contribution / active EE | $2,586 | $1,676+54.3% | $2,428+6.5% | $2,042+26.6% |
| Participant deferral / active EE | $5,530 | $3,103+78.2% | $3,706+49.2% | $3,169+74.5% |
| Admin fee / account holder | $160 | $440-63.6% | $5,608-97.1% | $479-66.7% |