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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,454 |
WILSHIRE ASSOCIATES INCORPORATED5+ years 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 | $48,258 | $88,515-45.5% | $162,163-70.2% | $67,579-28.6% |
| Participation rate | 97.2% | 86.8%+10.4pp | 87.6%+9.7pp | 71.3%+25.9pp |
| Annual return | 53.56% | 27.04%+26.5pp | 115.59%-62.0pp | 378.56%-325.0pp |
| Employer contribution / active EE | $1,647 | $3,563-53.8% | $5,614-70.7% | $2,148-23.3% |
| Participant deferral / active EE | $4,020 | $5,724-29.8% | $7,298-44.9% | $3,539+13.6% |
| Admin fee / account holder | $60 | $124-51.2% | $10,843-99.4% | $142-57.6% |