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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,844 |
D & S LIFE AGENCY INC7 years Service code 49 · EIN 54-0759444 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $34,252 | $51,045-32.9% | $70,515-51.4% | $71,457-52.1% |
| Participation rate | 88.5% | 59.4%+29.0pp | 68.3%+20.1pp | 67.9%+20.5pp |
| Annual return | 13.22% | 42.63%-29.4pp | 32.77%-19.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,517 | $3,026+16.2% | $4,567-23.0% | $4,289-18.0% |
| Admin fee / account holder | $47 | $1,994-97.6% | $6,412-99.3% | $1,587-97.0% |