See peer percentile detail. $4.99 for your first month.
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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,241 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $7,391 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,429 | $70,908-23.2% | $98,907-45.0% | $73,488-25.9% |
| Participation rate | 48.8% | 73.8%-25.0pp | 76.0%-27.2pp | 70.7%-21.9pp |
| Annual return | 14.65% | 34.17%-19.5pp | 196.43%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $728 | $2,036-64.2% | $2,689-72.9% | $2,270-67.9% |
| Participant deferral / active EE | $2,060 | $3,500-41.1% | $4,244-51.5% | $3,740-44.9% |
| Admin fee / account holder | $93 | $535-82.5% | $6,642-98.6% | $513-81.8% |