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 | $22,296 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,678 |
RETIREMENT SOLUTIONS SPECIALISTS9+ years Filed as: RETIREMENT SOLUTIONS SPECIALISTS LL Service code 13 · EIN 27-0293282 | Contract Administrator | $6,814 |
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 | $50,318 | $69,823-27.9% | $77,163-34.8% | $74,419-32.4% |
| Participation rate | 66.7% | 70.0%-3.3pp | 69.6%-2.9pp | 70.7%-4.1pp |
| Annual return | 16.45% | 19.98%-3.5pp | 37.87%-21.4pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,377 | $2,150-35.9% | $2,535-45.7% | $2,637-47.8% |
| Participant deferral / active EE | $2,476 | $3,558-30.4% | $3,833-35.4% | $4,528-45.3% |
| Admin fee / account holder | $56 | $398-86.0% | $5,472-99.0% | $348-84.0% |