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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,027 |
Service code 49 · EIN 77-0096773 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $54,503 | $47,922+13.7% | $75,886-28.2% | $65,185-16.4% |
| Participation rate | 81.7% | 63.0%+18.7pp | 69.3%+12.4pp | 70.2%+11.5pp |
| Annual return | 24.82% | 24.12%+0.7pp | 30.76%-5.9pp | 29.38%-4.6pp |
| Employer contribution / active EE | $820 | $1,557-47.3% | $2,500-67.2% | $2,177-62.3% |
| Participant deferral / active EE | $5,379 | $2,550+110.9% | $3,603+49.3% | $3,514+53.1% |
| Admin fee / account holder | $25 | $532-95.2% | $5,418-99.5% | $847-97.0% |