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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,220 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,320 | $48,576+147.7% | $169,463-29.0% | $56,287+113.8% |
| Participation rate | 99.1% | 65.8%+33.3pp | 77.8%+21.4pp | 69.9%+29.3pp |
| Annual return | -5.86% | -2.51%-3.3pp | 1.83%-7.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,435 | $1,559+120.3% | $4,159-17.4% | $2,111+62.7% |
| Participant deferral / active EE | $5,053 | $3,275+54.3% | $5,277-4.2% | $3,350+50.9% |
| Admin fee / account holder | $4 | $435-99.0% | $9,109-100.0% | $521-99.2% |