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 | $94,489 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,295 | $50,458-6.3% | $159,960-70.4% | $64,808-27.0% |
| Participation rate | 67.9% | 68.0%-0.1pp | 78.0%-10.0pp | 71.5%-3.5pp |
| Annual return | -16.13% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,011 | $1,722-41.3% | $4,226-76.1% | $2,506-59.6% |
| Participant deferral / active EE | $5,422 | $4,004+35.4% | $6,182-12.3% | $4,310+25.8% |
| Admin fee / account holder | $294 | $706-58.3% | $8,698-96.6% | $188+56.7% |