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 |
|---|---|---|
Service code 49 · EIN 04-2675571 | Other Services | $9,513 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,718 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,447 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | 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 | $48,307 | $61,272-21.2% | $149,673-67.7% | $71,457-32.4% |
| Participation rate | 67.8% | 62.5%+5.3pp | 78.8%-10.9pp | 67.9%-0.1pp |
| Annual return | 16.71% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $825 | $2,378-65.3% | $4,818-82.9% | $2,588-68.1% |
| Participant deferral / active EE | $4,100 | $2,917+40.6% | $5,680-27.8% | $4,289-4.4% |
| Admin fee / account holder | $27 | $1,261-97.8% | $13,210-99.8% | $1,587-98.3% |