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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,594 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $19,036 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,884 | $50,458+99.9% | $159,960-36.9% | $64,808+55.7% |
| Participation rate | 98.6% | 68.0%+30.6pp | 78.0%+20.6pp | 71.5%+27.1pp |
| Annual return | -15.01% | -13.42%-1.6pp | 408.60%-423.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,554 | $1,722+106.4% | $4,226-15.9% | $2,506+41.8% |
| Participant deferral / active EE | $8,208 | $4,004+105.0% | $6,182+32.8% | $4,310+90.4% |
| Admin fee / account holder | $150 | $706-78.7% | $8,698-98.3% | $188-20.0% |