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 10-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,810 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $11,152 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,386 | $65,390-42.8% | $169,368-77.9% | $71,457-47.7% |
| Participation rate | 98.3% | 67.0%+31.4pp | 77.1%+21.2pp | 67.9%+30.4pp |
| Annual return | 19.47% | 21.31%-1.8pp | 405.60%-386.1pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,552 | $2,079+22.8% | $4,013-36.4% | $2,588-1.4% |
| Participant deferral / active EE | $5,254 | $4,367+20.3% | $6,221-15.6% | $4,289+22.5% |
| Admin fee / account holder | $259 | $1,324-80.5% | $9,003-97.1% | $1,587-83.7% |