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 COMPANY8+ years Service code 13 · EIN 42-0127290 801 GRAND AVE STE 240 · DES MOINES, IA 50309 | Contract Administrator | $11,017 |
BUSINESS SOLUTIONS INC8+ years Service code 49 · EIN 54-1942298 303 E BURWELL ST · SALEM, VA 24153 | Other Services | $2,186 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $29,510 | $79,124-62.7% | $60,874-51.5% | $64,808-54.5% |
| Participation rate | 15.9% | 77.7%-61.9pp | 73.1%-57.2pp | 71.5%-55.6pp |
| Annual return | -14.63% | -7.13%-7.5pp | 16.90%-31.5pp | 32.82%-47.5pp |
| Employer contribution / active EE | $87 | $3,050-97.2% | $2,701-96.8% | $2,506-96.5% |
| Participant deferral / active EE | $341 | $3,725-90.9% | $3,817-91.1% | $4,310-92.1% |
| Admin fee / account holder | $86 | $106-18.4% | $3,224-97.3% | $188-54.1% |