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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,661 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 711 HIGH ST · DES MOINES, IA 503920001 | Other Services | $7,725 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,452 | $52,953+67.0% | $172,739-48.8% | $65,185+35.7% |
| Participation rate | 89.0% | 66.2%+22.8pp | 82.6%+6.3pp | 70.2%+18.8pp |
| Annual return | 6.11% | 30.12%-24.0pp | 802.84%-796.7pp | 29.38%-23.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,880 | $2,471+219.0% | $5,198+51.6% | $3,514+124.3% |
| Admin fee / account holder | $144 | $472-69.5% | $13,954-99.0% | $847-83.0% |