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 7-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 | $32,853 |
Service code 49 · EIN 93-0987232 | Other Services | $14,270 |
Filed as: WALL, EINHORN & CHERNITZER, P.C. Service code 10 · EIN 54-1517420 | Accounting | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,876 | $55,790-69.8% | $76,817-78.0% | $67,579-75.0% |
| Participation rate | 27.6% | 71.1%-43.5pp | 72.1%-44.5pp | 71.3%-43.7pp |
| Annual return | 25.57% | 64.45%-38.9pp | 1166.11%-1140.5pp | 378.56%-353.0pp |
| Employer contribution / active EE | $723 | $1,810-60.1% | $2,302-68.6% | $2,148-66.3% |
| Participant deferral / active EE | $1,264 | $2,875-56.0% | $3,336-62.1% | $3,539-64.3% |
| Admin fee / account holder | $216 | $159+35.8% | $6,420-96.6% | $142+51.9% |