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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,603 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,639 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,627 | $54,229+96.6% | $70,092+52.1% | $68,494+55.7% |
| Participation rate | 84.7% | 64.5%+20.3pp | 70.5%+14.3pp | 67.9%+16.9pp |
| Annual return | -18.08% | -13.87%-4.2pp | 190.73%-208.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,546 | $2,956-13.9% | $3,849-33.8% | $4,027-36.8% |
| Admin fee / account holder | $595 | $4,694-87.3% | $6,267-90.5% | $5,403-89.0% |