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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,068 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,717 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,938 | $88,083-18.3% | $164,813-56.4% | $74,495-3.4% |
| Participation rate | 99.0% | 73.0%+25.9pp | 78.6%+20.3pp | 67.2%+31.8pp |
| Annual return | 10.58% | 17.26%-6.7pp | 69.93%-59.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $6,869 | $2,593+164.9% | $4,341+58.2% | $2,623+161.9% |
| Participant deferral / active EE | $6,220 | $4,498+38.3% | $6,031+3.1% | $4,346+43.1% |
| Admin fee / account holder | $307 | $2,234-86.2% | $12,690-97.6% | $1,942-84.2% |