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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,674 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,019 |
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 | $13,271 | $55,415-76.1% | $155,509-91.5% | $74,495-82.2% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 11.92% | 268.50%-256.6pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,080 | $2,267-52.4% | $4,672-76.9% | $2,623-58.8% |
| Participant deferral / active EE | $1,848 | $2,836-34.8% | $5,626-67.2% | $4,346-57.5% |
| Admin fee / account holder | $128 | $1,738-92.6% | $15,912-99.2% | $1,942-93.4% |