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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,986 |
Service code 49 · EIN 45-3601219 | Other Services | $18,923 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,381 | $54,193-12.6% | $93,654-49.4% | $77,671-39.0% |
| Participation rate | 95.4% | 63.9%+31.4pp | 68.7%+26.6pp | 70.6%+24.8pp |
| Annual return | 15.74% | 30.54%-14.8pp | 133.34%-117.6pp | 31.21%-15.5pp |
| Employer contribution / active EE | $741 | $1,168-36.5% | $2,421-69.4% | $2,726-72.8% |
| Participant deferral / active EE | $3,983 | $3,144+26.7% | $4,413-9.7% | $4,648-14.3% |
| Admin fee / account holder | $36 | $576-93.8% | $8,282-99.6% | $430-91.7% |