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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,792 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $154,640 | $62,132+148.9% | $185,823-16.8% | $73,488+110.4% |
| Participation rate | 99.2% | 67.8%+31.3pp | 78.0%+21.1pp | 70.7%+28.5pp |
| Annual return | 12.32% | 20.44%-8.1pp | 35.95%-23.6pp | 28.51%-16.2pp |
| Employer contribution / active EE | $3,573 | $1,681+112.5% | $4,087-12.6% | $2,270+57.4% |
| Participant deferral / active EE | $5,778 | $3,711+55.7% | $5,632+2.6% | $3,740+54.5% |
| Admin fee / account holder | $7 | $419-98.4% | $9,500-99.9% | $513-98.7% |