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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,752 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $111,741 | $69,515+60.7% | $86,874+28.6% | $85,850+30.2% |
| Participation rate | 85.4% | 66.3%+19.0pp | 71.6%+13.7pp | 69.3%+16.1pp |
| Annual return | 14.16% | 20.12%-6.0pp | 63.52%-49.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $275 | $1,880-85.4% | $2,495-89.0% | $2,565-89.3% |
| Participant deferral / active EE | $1,691 | $2,919-42.1% | $3,699-54.3% | $3,952-57.2% |
| Admin fee / account holder | $90 | $5,972-98.5% | $5,828-98.5% | $6,260-98.6% |