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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,232 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,204 | $65,390-14.0% | $169,368-66.8% | $71,457-21.3% |
| Participation rate | 72.0% | 67.0%+5.0pp | 77.1%-5.2pp | 67.9%+4.0pp |
| Annual return | 16.93% | 21.31%-4.4pp | 405.60%-388.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $692 | $2,079-66.7% | $4,013-82.8% | $2,588-73.3% |
| Participant deferral / active EE | $6,306 | $4,367+44.4% | $6,221+1.4% | $4,289+47.0% |
| Admin fee / account holder | $331 | $1,324-75.0% | $9,003-96.3% | $1,587-79.2% |