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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,391 |
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.
Participant contribution per participant 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 | $62,435 | $72,254-13.6% | $86,677-28.0% | $64,808-3.7% |
| Participation rate | 52.5% | 80.4%-28.0pp | 76.6%-24.1pp | 71.5%-19.0pp |
| Annual return | -14.17% | 392.42%-406.6pp | 35.91%-50.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,474 | $2,393-38.4% | $2,836-48.0% | $2,506-41.2% |
| Participant deferral / active EE | $1,921 | $4,658-58.8% | $4,656-58.7% | $4,310-55.4% |
| Admin fee / account holder | $86 | $174-50.6% | $7,493-98.9% | $188-54.2% |