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 7-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 | $16,109 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $19,568 | $58,655-66.6% | $91,989-78.7% | $65,185-70.0% |
| Participation rate | 83.3% | 75.3%+8.1pp | 78.6%+4.7pp | 70.2%+13.1pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.02%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $3,761 | $2,080+80.8% | $3,452+9.0% | $2,177+72.8% |
| Participant deferral / active EE | $6,966 | $5,474+27.2% | $5,923+17.6% | $3,514+98.2% |
| Admin fee / account holder | $177 | $434-59.2% | $7,743-97.7% | $847-79.1% |