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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,916 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,457 | $80,005-63.2% | $140,016-79.0% | $55,725-47.1% |
| Participation rate | 96.6% | 87.0%+9.6pp | 87.5%+9.1pp | 70.9%+25.7pp |
| Annual return | -4.59% | 0.46%-5.0pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,468 | $3,403-56.9% | $5,606-73.8% | $2,078-29.4% |
| Participant deferral / active EE | $3,877 | $5,264-26.3% | $6,927-44.0% | $3,356+15.5% |
| Admin fee / account holder | $32 | $116-72.3% | $10,705-99.7% | $115-72.2% |