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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,938 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 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 | $6,633 | $50,637-86.9% | $86,590-92.3% | $62,292-89.4% |
| Participation rate | 94.5% | 67.9%+26.7pp | 73.5%+21.0pp | 69.5%+25.0pp |
| Annual return | 31.12% | 20.80%+10.3pp | 964.84%-933.7pp | 28.90%+2.2pp |
| Employer contribution / active EE | $933 | $2,075-55.1% | $2,839-67.1% | $2,042-54.3% |
| Participant deferral / active EE | $1,597 | $2,611-38.9% | $3,609-55.8% | $3,169-49.6% |
| Admin fee / account holder | $81 | $413-80.3% | $4,906-98.3% | $479-83.0% |