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 | $32,800 |
EDWARD JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,123 |
Service code 13 · EIN 26-1570786 | Contract Administrator | $7,097 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $32,257 | $54,573-40.9% | $90,951-64.5% | $73,488-56.1% |
| Participation rate | 92.5% | 61.2%+31.4pp | 69.0%+23.5pp | 70.7%+21.9pp |
| Annual return | 13.56% | 16.69%-3.1pp | 134.60%-121.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,834 | $991+85.0% | $2,122-13.6% | $2,270-19.2% |
| Participant deferral / active EE | $2,260 | $2,517-10.2% | $3,373-33.0% | $3,740-39.6% |
| Admin fee / account holder | $140 | $521-73.2% | $5,959-97.7% | $513-72.8% |