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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,418 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,049 | $55,449-69.3% | $83,848-79.7% | $56,287-69.7% |
| Participation rate | 56.3% | 68.0%-11.7pp | 76.1%-19.8pp | 69.9%-13.6pp |
| Annual return | 26.15% | -1.38%+27.5pp | 850.88%-824.7pp | -9.96%+36.1pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,789 | $2,935-5.0% | $4,082-31.7% | $3,350-16.7% |
| Admin fee / account holder | $29 | $656-95.6% | $5,478-99.5% | $521-94.5% |