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 9-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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $89,536 |
Filed as: PRINCIPAL SECURITIES INC. Service code 49 · EIN 42-0941553 | Other Services | $27,422 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,304 | $73,397-62.8% | $178,014-84.7% | $74,546-63.4% |
| Participation rate | 95.0% | 66.6%+28.4pp | 77.1%+17.9pp | 67.2%+27.8pp |
| Annual return | 11.87% | 17.49%-5.6pp | 294.80%-282.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $2,620 | $2,217+18.1% | $3,950-33.7% | $2,624-0.2% |
| Participant deferral / active EE | $6,580 | $4,512+45.8% | $6,276+4.8% | $4,347+51.4% |
| Admin fee / account holder | $353 | $1,809-80.5% | $10,362-96.6% | $1,944-81.9% |