See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,050 |
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 | $183,976 | $81,625+125.4% | $167,512+9.8% | $74,304+147.6% |
| Participation rate | 99.0% | 60.0%+39.0pp | 77.1%+22.0pp | 60.3%+38.7pp |
| Annual return | 12.50% | 26.09%-13.6pp | 1615.79%-1603.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $4,214 | $2,010+109.6% | $3,882+8.6% | $2,241+88.0% |
| Participant deferral / active EE | $6,862 | $4,115+66.8% | $6,405+7.1% | $3,767+82.1% |
| Admin fee / account holder | $12 | $3,474-99.7% | $9,769-99.9% | $2,969-99.6% |