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 | $59,155 |
EDWARD JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,706 |
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 | $29,511 | $49,451-40.3% | $79,550-62.9% | $66,914-55.9% |
| Participation rate | 97.6% | 61.3%+36.3pp | 69.5%+28.2pp | 69.8%+27.8pp |
| Annual return | -16.54% | 84.25%-100.8pp | 0.16%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,999 | $1,266+58.0% | $2,413-17.1% | $2,544-21.4% |
| Participant deferral / active EE | $2,467 | $3,159-21.9% | $3,985-38.1% | $4,237-41.8% |
| Admin fee / account holder | $239 | $595-59.8% | $6,832-96.5% | $593-59.7% |