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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,790 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,125 | $80,753-91.2% | $136,294-94.8% | $62,292-88.6% |
| Participation rate | 96.3% | 73.5%+22.8pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 17.88% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $374 | $2,884-87.0% | $4,695-92.0% | $2,042-81.7% |
| Participant deferral / active EE | $2,487 | $5,164-51.8% | $6,247-60.2% | $3,169-21.5% |
| Admin fee / account holder | $109 | $525-79.3% | $9,243-98.8% | $479-77.3% |