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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $63,747 |
Filed as: PRINCIPAK SECURITIES Service code 27 · EIN 42-0941553 | Advisory (Plan) | $24,206 |
Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $9,818 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INC Service code 13 · EIN 62-1200951 | Contract Administrator | $6,175 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHORE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,836 | $82,917-66.4% | $103,333-73.1% | $77,643-64.1% |
| Participation rate | 72.2% | 71.6%+0.7pp | 74.5%-2.3pp | 70.6%+1.6pp |
| Annual return | 19.43% | 19.13%+0.3pp | 24.88%-5.5pp | 31.24%-11.8pp |
| Employer contribution / active EE | $917 | $3,552-74.2% | $3,868-76.3% | $2,726-66.4% |
| Participant deferral / active EE | $2,278 | $4,108-44.6% | $5,057-55.0% | $4,647-51.0% |
| Admin fee / account holder | $127 | $638-80.1% | $8,355-98.5% | $430-70.4% |