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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,785 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,768 | $58,758-51.0% | $70,014-58.9% | $63,975-55.0% |
| Participation rate | 68.3% | 77.5%-9.1pp | 71.8%-3.5pp | 71.1%-2.8pp |
| Annual return | 8.38% | 18.05%-9.7pp | 12.99%-4.6pp | 48.65%-40.3pp |
| Employer contribution / active EE | $1,025 | $1,973-48.0% | $2,338-56.2% | $2,182-53.0% |
| Participant deferral / active EE | $1,053 | $2,912-63.8% | $2,931-64.1% | $3,356-68.6% |
| Admin fee / account holder | $9 | $71-86.9% | $4,380-99.8% | $70-86.8% |