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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,976 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,793 |
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 | $46,962 | $104,699-55.1% | $129,995-63.9% | - |
| Participation rate | 97.0% | 73.3%+23.6pp | 78.5%+18.5pp | - |
| Annual return | 20.80% | 12.02%+8.8pp | -137.18%+158.0pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,320-100.0% | - |
| Participant deferral / active EE | $5,409 | $4,216+28.3% | $5,820-7.1% | - |
| Admin fee / account holder | $404 | $5,899-93.2% | $10,614-96.2% | - |