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 | $7,189 |
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 | $92,643 | $54,229+70.8% | $70,092+32.2% | $68,494+35.3% |
| Participation rate | 85.7% | 64.5%+21.2pp | 70.5%+15.2pp | 67.9%+17.8pp |
| Annual return | -18.07% | -13.87%-4.2pp | 190.73%-208.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $279 | $2,018-86.2% | $2,559-89.1% | $2,596-89.3% |
| Participant deferral / active EE | $1,683 | $2,956-43.1% | $3,849-56.3% | $4,027-58.2% |
| Admin fee / account holder | $78 | $4,694-98.3% | $6,267-98.8% | $5,403-98.6% |