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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,562 |
Filed as: WILSHIRE ADVISORS LLC 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 | $76,716 | $129,021-40.5% | $184,203-58.4% | $77,643-1.2% |
| Participation rate | 98.7% | 87.3%+11.4pp | 86.8%+11.9pp | 70.6%+28.2pp |
| Annual return | 12.71% | 33.27%-20.6pp | 28.81%-16.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,793 | $4,413-36.7% | $6,427-56.6% | $2,726+2.4% |
| Participant deferral / active EE | $6,113 | $7,297-16.2% | $9,131-33.1% | $4,647+31.5% |
| Admin fee / account holder | $92 | $254-63.6% | $13,901-99.3% | $430-78.5% |