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 | $12,531 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,623 |
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 | $54,409 | $71,516-23.9% | $98,439-44.7% | $71,457-23.9% |
| Participation rate | 53.3% | 72.7%-19.4pp | 75.2%-21.8pp | 67.9%-14.6pp |
| Annual return | 14.47% | 32.41%-17.9pp | 21.16%-6.7pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,091 | $2,399-54.5% | $3,048-64.2% | $2,588-57.8% |
| Participant deferral / active EE | $2,942 | $4,109-28.4% | $4,738-37.9% | $4,289-31.4% |
| Admin fee / account holder | $65 | $1,675-96.1% | $8,948-99.3% | $1,587-95.9% |