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 | $64,638 |
Service code 49 · EIN 52-2114207 | Other Services | $8,014 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,068 | $51,315+241.2% | $95,745+82.8% | $71,457+145.0% |
| Participation rate | 96.6% | 63.0%+33.6pp | 72.3%+24.4pp | 67.9%+28.7pp |
| Annual return | 18.01% | 25.26%-7.2pp | 28.35%-10.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $4,537 | $1,819+149.4% | $2,835+60.1% | $2,588+75.3% |
| Participant deferral / active EE | $6,784 | $3,358+102.0% | $4,245+59.8% | $4,289+58.2% |
| Admin fee / account holder | $305 | $1,137-73.2% | $5,678-94.6% | $1,587-80.8% |