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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,868 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $15,759 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $13,599 | $29,548-54.0% | $56,411-75.9% | $77,643-82.5% |
| Participation rate | 80.7% | 32.7%+48.1pp | 52.5%+28.3pp | 70.6%+10.2pp |
| Annual return | 12.07% | 19.01%-6.9pp | 1701.33%-1689.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,298 | $1,061+116.6% | $1,952+17.7% | $4,647-50.6% |
| Admin fee / account holder | $88 | $1,046-91.6% | $2,829-96.9% | $430-79.5% |