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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,571 |
Service code 49 · EIN 52-2114207 | Other Services | $10,689 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $225,083 | $55,371+306.5% | $95,585+135.5% | $74,304+202.9% |
| Participation rate | 99.4% | 53.8%+45.6pp | 72.1%+27.3pp | 60.3%+39.1pp |
| Annual return | 12.87% | 24.26%-11.4pp | 38.56%-25.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $4,961 | $1,437+245.2% | $2,527+96.4% | $2,241+121.4% |
| Participant deferral / active EE | $7,981 | $2,955+170.1% | $4,023+98.4% | $3,767+111.8% |
| Admin fee / account holder | $405 | $2,620-84.6% | $6,127-93.4% | $2,969-86.4% |