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 5-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 | $576 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,695 | $99,957-53.3% | $149,696-68.8% | $73,488-36.5% |
| Participation rate | 76.4% | 75.7%+0.7pp | 82.5%-6.1pp | 70.7%+5.7pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $139 | $3,191-95.6% | $4,644-97.0% | $2,270-93.9% |
| Participant deferral / active EE | $293 | $6,073-95.2% | $6,842-95.7% | $3,740-92.2% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.2% |