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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,120 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,003 | $56,972+144.0% | $182,532-23.8% | $65,185+113.2% |
| Participation rate | 99.2% | 66.5%+32.6pp | 78.0%+21.2pp | 70.2%+29.0pp |
| Annual return | 19.64% | 27.67%-8.0pp | 148.54%-128.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $3,493 | $1,615+116.3% | $4,076-14.3% | $2,177+60.5% |
| Participant deferral / active EE | $5,471 | $3,526+55.1% | $5,524-1.0% | $3,514+55.7% |
| Admin fee / account holder | $8 | $528-98.5% | $8,592-99.9% | $847-99.1% |