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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,603 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $20,411 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $110,583 | $89,652+23.3% | $141,162-21.7% | $65,185+69.6% |
| Participation rate | 97.4% | 74.7%+22.6pp | 82.5%+14.9pp | 70.2%+27.2pp |
| Annual return | 20.96% | 32.79%-11.8pp | 71.39%-50.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,348 | $3,065-23.4% | $4,735-50.4% | $2,177+7.9% |
| Participant deferral / active EE | $5,225 | $5,691-8.2% | $6,709-22.1% | $3,514+48.7% |
| Admin fee / account holder | $92 | $569-83.7% | $10,261-99.1% | $847-89.1% |