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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,437 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $21,891 |
Filed as: WILSHIRE ADVISORS LLC 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 | $61,948 | $64,119-3.4% | $112,228-44.8% | $66,914-7.4% |
| Participation rate | 74.5% | 68.5%+6.0pp | 75.1%-0.6pp | 69.8%+4.7pp |
| Annual return | -15.62% | -13.81%-1.8pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $461 | $3,005-84.6% | $3,635-87.3% | $2,544-81.9% |
| Participant deferral / active EE | $4,613 | $3,693+24.9% | $4,728-2.4% | $4,237+8.9% |
| Admin fee / account holder | $202 | $625-67.8% | $6,410-96.9% | $593-66.0% |