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 |
|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 49 · EIN 52-2114207 | Other Services | $32,001 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,470 |
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 | $117,077 | $79,171+47.9% | $102,423+14.3% | $74,495+57.2% |
| Participation rate | 85.7% | 74.8%+10.9pp | 76.5%+9.2pp | 67.2%+18.5pp |
| Annual return | 16.66% | 54.93%-38.3pp | 29.32%-12.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,676 | $2,362-29.0% | $3,023-44.6% | $2,623-36.1% |
| Participant deferral / active EE | $6,303 | $4,415+42.8% | $5,053+24.7% | $4,346+45.0% |
| Admin fee / account holder | $25 | $2,001-98.8% | $9,451-99.7% | $1,942-98.7% |