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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,263 |
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 | $62,916 | $62,624+0.5% | $177,989-64.7% | $77,643-19.0% |
| Participation rate | 71.0% | 66.8%+4.2pp | 77.1%-6.1pp | 70.6%+0.5pp |
| Annual return | 14.66% | 16.16%-1.5pp | 294.48%-279.8pp | 31.24%-16.6pp |
| Employer contribution / active EE | $625 | $1,909-67.3% | $3,949-84.2% | $2,726-77.1% |
| Participant deferral / active EE | $5,179 | $4,219+22.8% | $6,276-17.5% | $4,647+11.5% |
| Admin fee / account holder | $339 | $386-12.1% | $10,363-96.7% | $430-21.2% |