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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,932 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,131 | $63,905-41.9% | $74,183-49.9% | $57,658-35.6% |
| Participation rate | 94.2% | 79.8%+14.5pp | 76.6%+17.6pp | 70.2%+24.0pp |
| Annual return | -55.36% | 60.60%-116.0pp | 17.74%-73.1pp | 5.13%-60.5pp |
| Employer contribution / active EE | $5,135 | $1,840+179.0% | $2,370+116.6% | $1,974+160.1% |
| Participant deferral / active EE | $8,106 | $3,448+135.1% | $3,550+128.4% | $3,061+164.9% |
| Admin fee / account holder | $133 | $91+45.9% | $5,586-97.6% | $95+40.6% |