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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $10,955 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,708 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,287 | $79,428-22.8% | $106,548-42.5% | $79,386-22.8% |
| Participation rate | 44.1% | 74.1%-30.1pp | 76.1%-32.1pp | 70.7%-26.6pp |
| Annual return | 15.21% | 18.27%-3.1pp | 26.80%-11.6pp | 116.85%-101.6pp |
| Employer contribution / active EE | $799 | $2,234-64.2% | $2,819-71.7% | $2,427-67.1% |
| Participant deferral / active EE | $2,271 | $3,823-40.6% | $4,398-48.4% | $4,046-43.9% |
| Admin fee / account holder | $46 | $523-91.3% | $7,407-99.4% | $626-92.7% |