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 8-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,839 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $229,078 | $81,537+180.9% | $149,718+53.0% | $69,631+229.0% |
| Participation rate | 93.9% | 86.1%+7.8pp | 87.1%+6.9pp | 70.7%+23.3pp |
| Annual return | 17.84% | 22.79%-4.9pp | 1501.63%-1483.8pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $6,899 | $3,239+113.0% | $5,445+26.7% | $2,032+239.5% |
| Participant deferral / active EE | $8,190 | $4,994+64.0% | $6,569+24.7% | $3,224+154.1% |
| Admin fee / account holder | $220 | $107+106.0% | $11,283-98.0% | $110+99.3% |