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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,501 |
Service code 49 · EIN 77-0096773 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $69,246 | $55,636+24.5% | $81,983-15.5% | $73,488-5.8% |
| Participation rate | 82.4% | 62.3%+20.1pp | 69.2%+13.1pp | 70.7%+11.7pp |
| Annual return | 16.30% | 19.07%-2.8pp | 41.31%-25.0pp | 28.51%-12.2pp |
| Employer contribution / active EE | $825 | $1,625-49.2% | $2,498-67.0% | $2,270-63.7% |
| Participant deferral / active EE | $5,573 | $2,762+101.7% | $3,722+49.7% | $3,740+49.0% |
| Admin fee / account holder | $13 | $493-97.4% | $5,664-99.8% | $513-97.5% |