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 | $8,574 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,337 |
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 | $21,863 | $63,156-65.4% | $122,332-82.1% | $62,292-64.9% |
| Participation rate | 99.1% | 60.0%+39.1pp | 71.6%+27.5pp | 69.5%+29.6pp |
| Annual return | 19.82% | 20.61%-0.8pp | 30.27%-10.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,613 | $1,385+16.5% | $4,050-60.2% | $2,042-21.0% |
| Participant deferral / active EE | $2,652 | $2,321+14.3% | $3,287-19.3% | $3,169-16.3% |
| Admin fee / account holder | $65 | $440-85.1% | $5,478-98.8% | $479-86.3% |