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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,684 |
FULLER, MICHELLE A.1+ years Service code 49 16 THOMPSON PARK · HATTIESBURG, MS 394031976 | Other Services | $7,451 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $17,935 | $36,916-51.4% | $156,549-88.5% | $57,658-68.9% |
| Participation rate | 77.9% | 63.4%+14.4pp | 84.0%-6.2pp | 70.2%+7.6pp |
| Annual return | 6.12% | 12.38%-6.3pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $485 | $1,571-69.1% | $5,501-91.2% | $1,974-75.4% |
| Participant deferral / active EE | $1,212 | $1,926-37.1% | $4,871-75.1% | $3,061-60.4% |
| Admin fee / account holder | $136 | $82+64.8% | $13,027-99.0% | $95+43.8% |