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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,840 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,202 | $78,485+7.3% | $106,213-20.7% | $74,495+13.0% |
| Participation rate | 86.9% | 72.8%+14.0pp | 75.3%+11.6pp | 67.2%+19.7pp |
| Annual return | 10.28% | 15.95%-5.7pp | 116.14%-105.9pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,113 | $2,523-55.9% | $3,171-64.9% | $2,623-57.6% |
| Participant deferral / active EE | $3,450 | $4,322-20.2% | $5,016-31.2% | $4,346-20.6% |
| Admin fee / account holder | $154 | $2,232-93.1% | $11,033-98.6% | $1,942-92.1% |