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 8-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,082 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $101,003 | $56,152+79.9% | $185,823-45.6% | $73,409+37.6% |
| Participation rate | 99.1% | 67.6%+31.5pp | 78.0%+21.0pp | 72.2%+26.9pp |
| Annual return | 14.75% | 17.59%-2.8pp | 35.95%-21.2pp | 59.29%-44.5pp |
| Employer contribution / active EE | $3,295 | $1,532+115.1% | $4,087-19.4% | $2,234+47.5% |
| Participant deferral / active EE | $7,665 | $3,659+109.5% | $5,632+36.1% | $3,805+101.4% |
| Admin fee / account holder | $150 | $132+13.4% | $9,500-98.4% | $158-5.1% |