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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,289 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 711 HIGH ST · DES MOINES, IA 503920001 | Other Services | $7,182 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,810 | $47,977+89.3% | $154,107-41.1% | $56,287+61.3% |
| Participation rate | 88.7% | 66.2%+22.5pp | 83.0%+5.7pp | 69.9%+18.8pp |
| Annual return | 10.84% | 3.54%+7.3pp | 735.12%-724.3pp | -9.96%+20.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,306 | $2,392+205.4% | $5,081+43.8% | $3,350+118.1% |
| Admin fee / account holder | $160 | $438-63.5% | $13,411-98.8% | $521-69.3% |