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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,914 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,626 | $155,795-35.4% | $136,294-26.2% | $69,631+44.5% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 70.7%+8.1pp |
| Annual return | 19.85% | 232464.33%-232444.5pp | 5155.94%-5136.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $516 | $2,991-82.8% | $4,695-89.0% | $2,032-74.6% |
| Participant deferral / active EE | $8,386 | $5,394+55.5% | $6,247+34.2% | $3,224+160.1% |
| Admin fee / account holder | $133 | $128+4.1% | $9,243-98.6% | $110+20.9% |