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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,108 |
Service code 49 · EIN 74-2794194 | Other Services | $16,407 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,045 | $56,485+8.1% | $185,823-67.1% | $86,799-29.7% |
| Participation rate | 35.3% | 65.5%-30.2pp | 81.7%-46.4pp | 72.3%-37.0pp |
| Annual return | 13.27% | 118.04%-104.8pp | 122.05%-108.8pp | 97.91%-84.6pp |
| Employer contribution / active EE | $572 | $1,843-69.0% | $5,167-88.9% | $2,405-76.2% |
| Participant deferral / active EE | $1,137 | $2,553-55.5% | $5,568-79.6% | $4,131-72.5% |
| Admin fee / account holder | $179 | $150+19.8% | $16,237-98.9% | $170+5.6% |