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 | $30,588+28.2% | $53,898-27.3% | $85,563-54.2% |
| Participation rate | 83.8% | 26.3%+57.4pp | 55.0%+28.8pp | 66.0%+17.8pp |
| Annual return | 13.69% | 50.42%-36.7pp | 528.60%-514.9pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,269 | $436+191.1% | $932+36.2% | $2,654-52.2% |
| Participant deferral / active EE | $1,590 | $848+87.5% | $1,826-12.9% | $4,375-63.7% |
| Admin fee / account holder | $195 | $1,879-89.6% | $2,491-92.2% | $834-76.7% |