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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,219 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,901 | $82,978+15.6% | $129,995-26.2% | $71,457+34.2% |
| Participation rate | 72.5% | 74.1%-1.6pp | 78.5%-6.0pp | 67.9%+4.6pp |
| Annual return | 15.51% | 20.60%-5.1pp | -137.18%+152.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,659 | $2,622+1.4% | $4,320-38.4% | $2,588+2.8% |
| Participant deferral / active EE | $2,559 | $4,432-42.3% | $5,820-56.0% | $4,289-40.3% |
| Admin fee / account holder | $102 | $1,729-94.1% | $10,614-99.0% | $1,587-93.6% |