See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,858 |
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 | $108,255 | $100,227+8.0% | $169,993-36.3% | $74,419+45.5% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.0%+12.4pp | 70.7%+28.7pp |
| Annual return | 16.01% | 66.08%-50.1pp | 53.37%-37.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,920 | $4,263+15.4% | $6,785-27.5% | $2,637+86.5% |
| Participant deferral / active EE | $6,050 | $7,143-15.3% | $10,408-41.9% | $4,528+33.6% |
| Admin fee / account holder | $147 | $234-37.2% | $12,815-98.9% | $348-57.7% |