Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $140,767 |
Service code 49 · EIN 63-0879387 | Other Services | $3,027 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,757 | $50,820-31.6% | $155,567-77.7% | $77,671-55.3% |
| Participation rate | 53.7% | 63.1%-9.4pp | 78.2%-24.5pp | 70.6%-16.9pp |
| Annual return | 11.92% | 34.85%-22.9pp | 64.74%-52.8pp | 31.21%-19.3pp |
| Employer contribution / active EE | $862 | $1,993-56.8% | $4,674-81.6% | $2,726-68.4% |
| Participant deferral / active EE | $1,331 | $2,823-52.9% | $5,628-76.3% | $4,648-71.4% |
| Admin fee / account holder | $256 | $436-41.2% | $15,916-98.4% | $430-40.4% |