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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,712 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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 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 | $126,219 | $60,545+108.5% | $92,233+36.8% | $69,631+81.3% |
| Participation rate | 15.8% | 72.2%-56.4pp | 76.5%-60.7pp | 70.7%-54.9pp |
| Annual return | 19.08% | 19.71%-0.6pp | 176.28%-157.2pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $817 | $2,633-69.0% | $3,679-77.8% | $2,032-59.8% |
| Participant deferral / active EE | $3,615 | $2,828+27.8% | $3,897-7.2% | $3,224+12.1% |
| Admin fee / account holder | $55 | $145-61.7% | $5,194-98.9% | $110-49.8% |