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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,755 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,508 | $59,159+164.6% | $159,960-2.2% | $66,914+133.9% |
| Participation rate | 98.0% | 68.1%+29.9pp | 78.0%+20.1pp | 69.8%+28.2pp |
| Annual return | -14.19% | -12.26%-1.9pp | 408.60%-422.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,183 | $1,983+110.9% | $4,226-1.0% | $2,544+64.4% |
| Participant deferral / active EE | $6,715 | $4,395+52.8% | $6,182+8.6% | $4,237+58.5% |
| Admin fee / account holder | $11 | $591-98.1% | $8,698-99.9% | $593-98.1% |