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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,557 |
D & S LIFE AGENCY INC5 years Service code 49 · EIN 54-0759444 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,368 | $60,776+1.0% | $85,682-28.4% | $79,386-22.7% |
| Participation rate | 90.4% | 62.1%+28.3pp | 69.9%+20.5pp | 70.7%+19.7pp |
| Annual return | 15.98% | 16.57%-0.6pp | 21.49%-5.5pp | 116.85%-100.9pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,240 | $2,919+11.0% | $3,923-17.4% | $4,046-19.9% |
| Admin fee / account holder | $48 | $438-89.2% | $6,873-99.3% | $626-92.4% |