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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,934 |
Service code 49 · EIN 77-0096773 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,702 | $63,442-2.7% | $68,791-10.3% | $66,914-7.8% |
| Participation rate | 93.6% | 60.0%+33.7pp | 69.0%+24.6pp | 69.8%+23.8pp |
| Annual return | -18.82% | -8.29%-10.5pp | -6.38%-12.4pp | 1.58%-20.4pp |
| Employer contribution / active EE | $965 | $1,775-45.6% | $2,655-63.7% | $2,544-62.1% |
| Participant deferral / active EE | $7,488 | $2,945+154.3% | $3,941+90.0% | $4,237+76.7% |
| Admin fee / account holder | $21 | $577-96.3% | $4,932-99.6% | $593-96.4% |