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 |
|---|---|---|
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,935 | $119,446-28.1% | $150,045-42.7% | $85,563+0.4% |
| Participation rate | 98.0% | 75.4%+22.5pp | 82.3%+15.6pp | 66.0%+32.0pp |
| Annual return | 17.64% | 23.72%-6.1pp | 62.55%-44.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $2,666 | $4,078-34.6% | $4,693-43.2% | $2,654+0.5% |
| Participant deferral / active EE | $8,684 | $7,985+8.8% | $7,997+8.6% | $4,375+98.5% |
| Admin fee / account holder | $408 | $548-25.4% | $13,435-97.0% | $834-51.1% |