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 | $30,341 |
RELATION INSURANCE SERVICES2 years Filed as: RELATION INSURANCE SERVICES OF CALI Service code 13 · EIN 26-4823657 | Contract Administrator | $7,658 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,849 |
Service code 49 · EIN 74-2784194 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,340 | $61,272-29.3% | $149,673-71.0% | $71,457-39.3% |
| Participation rate | 45.2% | 62.5%-17.3pp | 78.8%-33.6pp | 67.9%-22.7pp |
| Annual return | 14.86% | 35.85%-21.0pp | 134.42%-119.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,170 | $2,378-50.8% | $4,818-75.7% | $2,588-54.8% |
| Participant deferral / active EE | $2,528 | $2,917-13.3% | $5,680-55.5% | $4,289-41.1% |
| Admin fee / account holder | $253 | $1,261-79.9% | $13,210-98.1% | $1,587-84.0% |