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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,601 |
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 | $45,016 | $50,815-11.4% | $155,509-71.1% | $77,643-42.0% |
| Participation rate | 62.9% | 63.1%-0.2pp | 78.2%-15.3pp | 70.6%-7.7pp |
| Annual return | 15.01% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,019 | $1,993-48.9% | $4,672-78.2% | $2,726-62.6% |
| Participant deferral / active EE | $2,485 | $2,822-11.9% | $5,626-55.8% | $4,647-46.5% |
| Admin fee / account holder | $123 | $437-71.7% | $15,912-99.2% | $430-71.3% |