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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,940 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $10,322 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $27,240 | $46,722-41.7% | $130,648-79.2% | $65,185-58.2% |
| Participation rate | 96.9% | 60.9%+35.9pp | 71.7%+25.1pp | 70.2%+26.7pp |
| Annual return | 21.10% | 24.17%-3.1pp | 1708.96%-1687.9pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,824 | $1,488+22.6% | $4,092-55.4% | $2,177-16.2% |
| Participant deferral / active EE | $3,142 | $2,545+23.4% | $3,603-12.8% | $3,514-10.6% |
| Admin fee / account holder | $77 | $453-83.0% | $5,464-98.6% | $847-90.9% |