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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,571 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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.
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 | $21,236 | $37,393-43.2% | $77,024-72.4% | $66,914-68.3% |
| Participation rate | 26.7% | 52.9%-26.1pp | 67.9%-41.2pp | 69.8%-43.1pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $532 | $1,531-65.3% | $2,812-81.1% | $2,544-79.1% |
| Participant deferral / active EE | $1,105 | $2,617-57.8% | $4,426-75.0% | $4,237-73.9% |
| Admin fee / account holder | $95 | $567-83.2% | $5,425-98.2% | $593-83.9% |