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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,933 |
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 | $102,944 | $42,886+140.0% | $88,946+15.7% | $85,563+20.3% |
| Participation rate | 75.6% | 37.9%+37.7pp | 68.8%+6.8pp | 66.0%+9.7pp |
| Annual return | 15.99% | 44.56%-28.6pp | 57.82%-41.8pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,415 | $1,147+23.4% | $2,555-44.6% | $2,654-46.7% |
| Participant deferral / active EE | $8,513 | $2,108+303.8% | $4,581+85.8% | $4,375+94.6% |
| Admin fee / account holder | $11 | $2,263-99.5% | $8,261-99.9% | $834-98.6% |