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 | $27,469 |
RETIREMENT SOLUTIONS SPECIALISTS10+ years Filed as: RETIREMENT SOLUTIONS SPECIALISTS LL Service code 13 · EIN 27-0293282 | Contract Administrator | $9,338 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,616 |
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 | $53,150 | $66,457-20.0% | $81,382-34.7% | $77,643-31.5% |
| Participation rate | 68.0% | 68.7%-0.7pp | 69.5%-1.5pp | 70.6%-2.6pp |
| Annual return | 15.52% | 15.93%-0.4pp | 24.73%-9.2pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,437 | $2,159-33.5% | $2,463-41.7% | $2,726-47.3% |
| Participant deferral / active EE | $2,521 | $3,679-31.5% | $3,883-35.1% | $4,647-45.7% |
| Admin fee / account holder | $49 | $583-91.5% | $5,768-99.1% | $430-88.6% |