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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,355 |
D & S LIFE AGENCY INC6 years Service code 49 · EIN 54-0759444 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 | $39,554 | $63,442-37.7% | $68,791-42.5% | $66,914-40.9% |
| Participation rate | 91.9% | 60.0%+31.9pp | 69.0%+22.8pp | 69.8%+22.1pp |
| Annual return | -16.06% | -8.29%-7.8pp | -6.38%-9.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,039 | $2,945+3.2% | $3,941-22.9% | $4,237-28.3% |
| Admin fee / account holder | $40 | $577-93.0% | $4,932-99.2% | $593-93.2% |