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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,557 |
Service code 49 · EIN 77-0096773 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,090 | $44,425-32.3% | $67,834-55.6% | $55,167-45.5% |
| Participation rate | 92.2% | 59.7%+32.5pp | 68.8%+23.4pp | 69.0%+23.2pp |
| Annual return | 10.39% | 17.80%-7.4pp | 138.47%-128.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $726 | $1,351-46.3% | $2,403-69.8% | $1,963-63.0% |
| Participant deferral / active EE | $4,164 | $2,166+92.2% | $3,160+31.8% | $3,054+36.3% |
| Admin fee / account holder | $13 | $530-97.6% | $4,622-99.7% | $504-97.5% |