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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,548 |
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 | $89,091 | $45,031+97.8% | $85,009+4.8% | $77,671+14.7% |
| Participation rate | 70.4% | 48.7%+21.7pp | 67.5%+2.9pp | 70.6%-0.2pp |
| Annual return | 15.24% | 79.22%-64.0pp | 66.47%-51.2pp | 31.21%-16.0pp |
| Employer contribution / active EE | $1,159 | $1,609-28.0% | $2,728-57.5% | $2,726-57.5% |
| Participant deferral / active EE | $7,329 | $2,807+161.0% | $4,522+62.1% | $4,648+57.7% |
| Admin fee / account holder | $13 | $912-98.5% | $6,153-99.8% | $430-96.9% |