See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,427 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,373 | $65,435-55.1% | $86,677-66.1% | $66,914-56.1% |
| Participation rate | 50.9% | 75.5%-24.5pp | 76.6%-25.7pp | 69.8%-18.9pp |
| Annual return | -13.31% | -10.89%-2.4pp | 35.91%-49.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,473 | $2,153-31.6% | $2,836-48.1% | $2,544-42.1% |
| Participant deferral / active EE | $2,703 | $4,100-34.1% | $4,656-41.9% | $4,237-36.2% |
| Admin fee / account holder | $206 | $642-67.9% | $7,493-97.2% | $593-65.3% |