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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,052 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,239 | $64,909-47.3% | $82,313-58.4% | $62,292-45.0% |
| Participation rate | 99.0% | 74.9%+24.2pp | 76.9%+22.1pp | 69.5%+29.5pp |
| Annual return | 27.57% | 21.18%+6.4pp | 25.88%+1.7pp | 28.90%-1.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,534 | $3,103-50.6% | $3,706-58.6% | $3,169-51.6% |
| Admin fee / account holder | $54 | $440-87.7% | $5,608-99.0% | $479-88.7% |