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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,817 |
D & S LIFE AGENCY INC4 years Service code 49 · EIN 54-0759444 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,828 | $55,636-6.8% | $81,983-36.8% | $73,488-29.5% |
| Participation rate | 89.5% | 62.3%+27.2pp | 69.2%+20.3pp | 70.7%+18.9pp |
| Annual return | 11.76% | 19.07%-7.3pp | 41.31%-29.6pp | 28.51%-16.8pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,502 | $2,762-9.4% | $3,722-32.8% | $3,740-33.1% |
| Admin fee / account holder | $33 | $493-93.3% | $5,664-99.4% | $513-93.6% |