See peer percentile detail. $4.99 for your first month.
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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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,109 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $6,548 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,955 | $66,310-39.7% | $93,606-57.3% | $65,185-38.7% |
| Participation rate | 42.0% | 74.0%-32.0pp | 75.8%-33.8pp | 70.2%-28.2pp |
| Annual return | 28.73% | 42.58%-13.9pp | 32.76%-4.0pp | 29.38%-0.7pp |
| Employer contribution / active EE | $509 | $2,012-74.7% | $2,718-81.3% | $2,177-76.6% |
| Participant deferral / active EE | $1,496 | $3,342-55.2% | $4,069-63.2% | $3,514-57.4% |
| Admin fee / account holder | $83 | $6,897-98.8% | $7,888-99.0% | $847-90.2% |