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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $112,915 | $122,239-7.6% | $184,200-38.7% | $74,546+51.5% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 13.38% | 19.95%-6.6pp | 28.80%-15.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $3,746 | $4,537-17.4% | $6,424-41.7% | $2,624+42.8% |
| Participant deferral / active EE | $1,168 | $7,139-83.6% | $9,132-87.2% | $4,347-73.1% |
| Admin fee / account holder | $7 | $1,260-99.5% | $13,907-100.0% | $1,944-99.7% |