See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,209 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,162 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,719 | $46,292-29.3% | $143,757-77.2% | $64,808-49.5% |
| Participation rate | 53.4% | 64.2%-10.8pp | 80.3%-26.9pp | 71.5%-18.1pp |
| Annual return | -16.18% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,008 | $1,910-47.2% | $4,951-79.6% | $2,506-59.8% |
| Participant deferral / active EE | $1,511 | $2,646-42.9% | $5,637-73.2% | $4,310-64.9% |
| Admin fee / account holder | $77 | $154-49.9% | $14,673-99.5% | $188-59.0% |