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 | $22,524 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $65,827 | $111,491-41.0% | $189,513-65.3% | $86,799-24.2% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.8%+9.8pp | 72.3%+25.3pp |
| Annual return | 16.53% | 83.50%-67.0pp | 555.15%-538.6pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,365 | $3,951-40.1% | $6,162-61.6% | $2,405-1.7% |
| Participant deferral / active EE | $5,044 | $6,437-21.6% | $8,221-38.7% | $4,131+22.1% |
| Admin fee / account holder | $24 | $189-87.1% | $12,045-99.8% | $170-85.6% |