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 | $28,496 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,704 | $71,516-1.1% | $98,439-28.2% | $71,457-1.1% |
| Participation rate | 90.4% | 72.7%+17.7pp | 75.2%+15.2pp | 67.9%+22.5pp |
| Annual return | 13.97% | 32.41%-18.4pp | 21.16%-7.2pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,125 | $2,399-53.1% | $3,048-63.1% | $2,588-56.5% |
| Participant deferral / active EE | $3,568 | $4,109-13.2% | $4,738-24.7% | $4,289-16.8% |
| Admin fee / account holder | $137 | $1,675-91.8% | $8,948-98.5% | $1,587-91.4% |