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 | $133,789 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $70,311 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $62,913 | $99,078-36.5% | $96,544-34.8% | $74,419-15.5% |
| Participation rate | 64.5% | 80.7%-16.1pp | 76.0%-11.4pp | 70.7%-6.2pp |
| Annual return | 35.85% | 22.48%+13.4pp | 25.84%+10.0pp | 34.38%+1.5pp |
| Employer contribution / active EE | $1,912 | $2,570-25.6% | $2,965-35.5% | $2,637-27.5% |
| Participant deferral / active EE | $5,151 | $4,933+4.4% | $4,851+6.2% | $4,528+13.7% |
| Admin fee / account holder | $188 | $225-16.3% | $8,252-97.7% | $348-45.9% |