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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,860 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,684 | $47,126-13.7% | $149,673-72.8% | $74,419-45.3% |
| Participation rate | 62.7% | 63.4%-0.7pp | 78.8%-16.1pp | 70.7%-8.0pp |
| Annual return | 17.48% | 22.75%-5.3pp | 134.42%-116.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,023 | $1,905-46.3% | $4,818-78.8% | $2,637-61.2% |
| Participant deferral / active EE | $2,473 | $2,728-9.3% | $5,680-56.5% | $4,528-45.4% |
| Admin fee / account holder | $108 | $343-68.6% | $13,210-99.2% | $348-69.1% |