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 5-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,819 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $17,167 |
ULTRA MANUFACTURING INC1+ years Service code 10 · EIN 20-0790265 | Accounting | $6,500 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,347 | $93,131-69.6% | $106,548-73.4% | $86,799-67.3% |
| Participation rate | 77.7% | 81.4%-3.7pp | 76.1%+1.6pp | 72.3%+5.5pp |
| Annual return | 14.56% | 19.45%-4.9pp | 26.80%-12.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $897 | $2,895-69.0% | $2,819-68.2% | $2,405-62.7% |
| Participant deferral / active EE | $1,694 | $4,708-64.0% | $4,398-61.5% | $4,131-59.0% |
| Admin fee / account holder | $232 | $145+60.0% | $7,407-96.9% | $170+36.9% |