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 |
|---|---|---|
Service code 49 · EIN 41-0973005 | Other Services | $18,691 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,662 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,232 | $56,485-30.5% | $185,823-78.9% | $86,799-54.8% |
| Participation rate | 56.3% | 65.5%-9.2pp | 81.7%-25.4pp | 72.3%-16.0pp |
| Annual return | 12.00% | 118.04%-106.0pp | 122.05%-110.1pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,237 | $1,843-32.9% | $5,167-76.1% | $2,405-48.6% |
| Participant deferral / active EE | $1,352 | $2,553-47.0% | $5,568-75.7% | $4,131-67.3% |
| Admin fee / account holder | $51 | $150-65.8% | $16,237-99.7% | $170-69.8% |