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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,945 |
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 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 | $45,519 | $52,122-12.7% | $104,294-56.4% | $64,808-29.8% |
| Participation rate | 55.9% | 56.0%-0.2pp | 73.3%-17.4pp | 71.5%-15.6pp |
| Annual return | -14.54% | 13.26%-27.8pp | 24.61%-39.2pp | 32.82%-47.4pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $3,372-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,443 | $2,823-48.9% | $4,625-68.8% | $4,310-66.5% |
| Admin fee / account holder | $26 | $155-83.4% | $7,339-99.7% | $188-86.3% |