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 | $7,164 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $37,066 | $63,299-41.4% | $91,001-59.3% | $62,292-40.5% |
| Participation rate | 72.2% | 73.3%-1.1pp | 75.6%-3.4pp | 69.5%+2.7pp |
| Annual return | 15.70% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $543 | $1,807-70.0% | $2,456-77.9% | $2,042-73.4% |
| Participant deferral / active EE | $2,309 | $2,943-21.5% | $3,547-34.9% | $3,169-27.1% |
| Admin fee / account holder | $77 | $468-83.5% | $5,417-98.6% | $479-83.9% |