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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,511 |
Service code 49 · EIN 77-0096773 | Other Services | $1,173 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,228 | $51,045+57.2% | $70,515+13.8% | $71,457+12.3% |
| Participation rate | 93.6% | 59.4%+34.2pp | 68.3%+25.3pp | 67.9%+25.7pp |
| Annual return | 21.21% | 42.63%-21.4pp | 32.77%-11.6pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,024 | $1,790-42.8% | $2,973-65.6% | $2,588-60.4% |
| Participant deferral / active EE | $7,255 | $3,026+139.7% | $4,567+58.9% | $4,289+69.2% |
| Admin fee / account holder | $11 | $1,994-99.5% | $6,412-99.8% | $1,587-99.3% |