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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,368 |
Filed as: WILSHIRE ADVISORS LLC 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 | $90,657 | $86,897+4.3% | $151,611-40.2% | $64,808+39.9% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.5%+12.3pp | 71.5%+28.3pp |
| Annual return | -7.79% | -3.57%-4.2pp | 3.33%-11.1pp | 32.82%-40.6pp |
| Employer contribution / active EE | $4,356 | $4,010+8.6% | $6,166-29.4% | $2,506+73.8% |
| Participant deferral / active EE | $5,269 | $6,690-21.2% | $8,363-37.0% | $4,310+22.2% |
| Admin fee / account holder | $154 | $153+0.8% | $11,616-98.7% | $188-17.9% |