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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,768 |
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 | $117,211 | $64,480+81.8% | $81,382+44.0% | $80,856+45.0% |
| Participation rate | 79.5% | 63.9%+15.6pp | 69.5%+10.0pp | 67.6%+11.8pp |
| Annual return | 10.56% | 16.34%-5.8pp | 24.73%-14.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $315 | $1,978-84.1% | $2,463-87.2% | $2,755-88.6% |
| Participant deferral / active EE | $2,140 | $3,094-30.8% | $3,883-44.9% | $4,296-50.2% |
| Admin fee / account holder | $6,043 | $5,671+6.6% | $5,768+4.8% | $6,918-12.6% |