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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $21,707 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,756 |
RETIREMENT SOLUTIONS SPECIALISTS8+ years Filed as: RETIREMENT SOLUTIONS SPECIALISTS LL Service code 13 · EIN 27-0293282 | Contract Administrator | $7,095 |
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 | $44,951 | $56,503-20.4% | $70,092-35.9% | $64,808-30.6% |
| Participation rate | 68.5% | 70.5%-2.0pp | 70.5%-2.0pp | 71.5%-3.0pp |
| Annual return | -15.61% | -13.44%-2.2pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,367 | $2,046-33.2% | $2,559-46.6% | $2,506-45.4% |
| Participant deferral / active EE | $2,465 | $3,389-27.3% | $3,849-36.0% | $4,310-42.8% |
| Admin fee / account holder | $66 | $160-59.1% | $6,267-99.0% | $188-65.1% |