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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,054 |
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $5,111 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $31,098 | $86,225-63.9% | $146,665-78.8% | $86,799-64.2% |
| Participation rate | 36.2% | 78.0%-41.8pp | 80.1%-43.9pp | 72.3%-36.1pp |
| Annual return | 19.36% | 31.23%-11.9pp | 22.74%-3.4pp | 97.91%-78.5pp |
| Employer contribution / active EE | $947 | $2,392-60.4% | $4,136-77.1% | $2,405-60.6% |
| Participant deferral / active EE | $1,658 | $4,245-61.0% | $5,506-69.9% | $4,131-59.9% |
| Admin fee / account holder | $249 | $195+27.7% | $10,280-97.6% | $170+47.0% |