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 | $7,566 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,428 | $59,101+68.2% | $77,163+28.9% | $75,163+32.3% |
| Participation rate | 83.1% | 63.9%+19.3pp | 69.6%+13.5pp | 67.2%+15.9pp |
| Annual return | 16.50% | 26.71%-10.2pp | 37.87%-21.4pp | 160.62%-144.1pp |
| Employer contribution / active EE | $304 | $1,995-84.8% | $2,535-88.0% | $2,670-88.6% |
| Participant deferral / active EE | $1,941 | $2,999-35.3% | $3,833-49.4% | $4,125-52.9% |
| Admin fee / account holder | $14,171 | $4,774+196.8% | $5,472+159.0% | $5,651+150.8% |