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 COMPANY8+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $12,235 |
Filed as: SIDE BY SIDE FINANCIALS, LLC Service code 13 | Contract Administrator | $8,359 |
ORENDA RETIREMENT, LLC5 years Service code 13 · EIN 36-4877979 | Contract Administrator | $5,650 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,200 | $103,024-55.2% | $112,040-58.8% | $79,634-42.0% |
| Participation rate | 11.3% | 80.6%-69.3pp | 76.5%-65.2pp | 62.5%-51.2pp |
| Annual return | 10.72% | 17.60%-6.9pp | 24.52%-13.8pp | 36.46%-25.7pp |
| Employer contribution / active EE | $77 | $3,015-97.5% | $2,954-97.4% | $2,529-97.0% |
| Participant deferral / active EE | $354 | $5,233-93.2% | $5,098-93.1% | $3,835-90.8% |
| Admin fee / account holder | $106 | $465-77.1% | $12,098-99.1% | $1,002-89.4% |