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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,414 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 49 · EIN 74-2794194 | Other Services | $23,163 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $39,200 | $27,243+43.9% | $52,425-25.2% | $79,634-50.8% |
| Participation rate | 83.8% | 22.4%+61.3pp | 55.6%+28.1pp | 62.5%+21.3pp |
| Annual return | 13.69% | 63.36%-49.7pp | 302.12%-288.4pp | 36.46%-22.8pp |
| Employer contribution / active EE | $1,269 | $319+297.6% | $914+38.8% | $2,529-49.8% |
| Participant deferral / active EE | $1,590 | $636+150.2% | $1,790-11.2% | $3,835-58.5% |
| Admin fee / account holder | $195 | $2,105-90.8% | $2,495-92.2% | $1,002-80.6% |