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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,172 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $55,242 | $111,608-50.5% | $177,821-68.9% | $73,409-24.7% |
| Participation rate | 98.2% | 87.9%+10.4pp | 87.7%+10.5pp | 72.2%+26.1pp |
| Annual return | 11.45% | 18.23%-6.8pp | 48.32%-36.9pp | 59.29%-47.8pp |
| Employer contribution / active EE | $2,263 | $3,796-40.4% | $5,918-61.8% | $2,234+1.3% |
| Participant deferral / active EE | $4,620 | $6,199-25.5% | $7,714-40.1% | $3,805+21.4% |
| Admin fee / account holder | $49 | $166-70.2% | $12,427-99.6% | $158-68.7% |