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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,406 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,611 | $65,061-88.3% | $143,757-94.7% | $66,914-88.6% |
| Participation rate | 53.8% | 65.2%-11.4pp | 80.3%-26.5pp | 69.8%-16.0pp |
| Annual return | -17.43% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $674 | $2,361-71.5% | $4,951-86.4% | $2,544-73.5% |
| Participant deferral / active EE | $1,070 | $2,919-63.4% | $5,637-81.0% | $4,237-74.8% |
| Admin fee / account holder | $100 | $502-80.1% | $14,673-99.3% | $593-83.1% |