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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,197 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,677 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $68,775 | $77,660-11.4% | $109,143-37.0% | $79,386-13.4% |
| Participation rate | 78.4% | 67.8%+10.6pp | 75.9%+2.5pp | 70.7%+7.7pp |
| Annual return | 18.98% | 23.44%-4.5pp | 25.75%-6.8pp | 116.85%-97.9pp |
| Employer contribution / active EE | $475 | $2,797-83.0% | $3,722-87.3% | $2,427-80.5% |
| Participant deferral / active EE | $4,745 | $3,518+34.9% | $4,653+2.0% | $4,046+17.3% |
| Admin fee / account holder | $244 | $732-66.7% | $6,752-96.4% | $626-61.0% |