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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,259 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $30,557 | $58,828-48.1% | $77,999-60.8% | $62,891-51.4% |
| Participation rate | 82.1% | 71.1%+11.0pp | 75.5%+6.6pp | 69.3%+12.8pp |
| Annual return | 8.54% | 17.16%-8.6pp | 425.96%-417.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $801 | $1,672-52.1% | $2,470-67.6% | $2,281-64.9% |
| Participant deferral / active EE | $2,240 | $2,686-16.6% | $3,497-35.9% | $3,203-30.1% |
| Admin fee / account holder | $68 | $4,393-98.5% | $5,480-98.8% | $4,296-98.4% |