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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,317 |
Service code 49 · EIN 74-2794194 | Other Services | $16,353 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,448 | $46,292-8.3% | $143,757-70.5% | $64,808-34.5% |
| Participation rate | 33.8% | 64.2%-30.4pp | 80.3%-46.5pp | 71.5%-37.6pp |
| Annual return | -18.07% | -10.05%-8.0pp | -0.04%-18.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $579 | $1,910-69.7% | $4,951-88.3% | $2,506-76.9% |
| Participant deferral / active EE | $1,198 | $2,646-54.7% | $5,637-78.8% | $4,310-72.2% |
| Admin fee / account holder | $141 | $154-8.2% | $14,673-99.0% | $188-24.9% |