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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,385 |
THE RETIREMENT ADVANTAGE INC7 years Service code 13 · EIN 39-1816008 | Contract Administrator | $5,716 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,521 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,211 | $92,971-46.0% | $96,683-48.1% | $74,419-32.5% |
| Participation rate | 35.3% | 71.5%-36.2pp | 74.3%-39.0pp | 70.7%-35.4pp |
| Annual return | 18.56% | 37.49%-18.9pp | 35.69%-17.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $533 | $3,426-84.4% | $3,737-85.7% | $2,637-79.8% |
| Participant deferral / active EE | $2,075 | $3,970-47.7% | $4,878-57.5% | $4,528-54.2% |
| Admin fee / account holder | $109 | $633-82.7% | $6,730-98.4% | $348-68.6% |