Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
DEFREHN CONSULTING6 years Service code 27 · EIN 26-2629224 | Advisory (Plan) | $123,148 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,965 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,935 | $110,483-22.2% | $145,433-40.9% | $79,634+7.9% |
| Participation rate | 98.0% | 71.1%+26.9pp | 82.1%+15.8pp | 62.5%+35.5pp |
| Annual return | 17.64% | 24.62%-7.0pp | 66.58%-48.9pp | 36.46%-18.8pp |
| Employer contribution / active EE | $2,666 | $4,053-34.2% | $4,554-41.5% | $2,529+5.4% |
| Participant deferral / active EE | $8,684 | $7,216+20.3% | $7,897+10.0% | $3,835+126.5% |
| Admin fee / account holder | $408 | $680-40.0% | $13,129-96.9% | $1,002-59.3% |