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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,348 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $87,434 | $75,388+16.0% | $123,544-29.2% | $55,725+56.9% |
| Participation rate | 85.9% | 75.7%+10.2pp | 82.3%+3.6pp | 70.9%+15.1pp |
| Annual return | -2.81% | 4.48%-7.3pp | 119.20%-122.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $516 | $3,063-83.2% | $4,628-88.8% | $2,078-75.2% |
| Participant deferral / active EE | $9,034 | $5,651+59.9% | $6,426+40.6% | $3,356+169.2% |
| Admin fee / account holder | $143 | $120+19.4% | $9,284-98.5% | $115+24.2% |