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 | $11,764 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,811 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,971 | $87,013-35.7% | $106,213-47.3% | $80,856-30.8% |
| Participation rate | 84.7% | 70.4%+14.3pp | 75.3%+9.5pp | 67.6%+17.1pp |
| Annual return | 6.75% | 17.05%-10.3pp | 116.14%-109.4pp | 35.59%-28.8pp |
| Employer contribution / active EE | $3,965 | $2,395+65.5% | $3,171+25.0% | $2,755+43.9% |
| Participant deferral / active EE | $6,369 | $3,986+59.8% | $5,016+27.0% | $4,296+48.3% |
| Admin fee / account holder | $98 | $8,431-98.8% | $11,033-99.1% | $6,918-98.6% |