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 | $13,794 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,174 |
Filed as: WILSHIRE ADVISORS LLC 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 | $47,669 | $72,607-34.3% | $90,749-47.5% | $66,914-28.8% |
| Participation rate | 53.9% | 73.7%-19.8pp | 75.7%-21.8pp | 69.8%-15.9pp |
| Annual return | -16.45% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $965 | $2,369-59.3% | $2,921-67.0% | $2,544-62.1% |
| Participant deferral / active EE | $2,781 | $3,977-30.1% | $4,564-39.1% | $4,237-34.4% |
| Admin fee / account holder | $31 | $707-95.7% | $8,445-99.6% | $593-94.9% |