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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,807 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,939 | $44,764-89.0% | $68,791-92.8% | $64,808-92.4% |
| Participation rate | 78.3% | 64.8%+13.5pp | 69.0%+9.2pp | 71.5%+6.8pp |
| Annual return | -20.75% | -10.91%-9.8pp | -6.38%-14.4pp | 32.82%-53.6pp |
| Employer contribution / active EE | $657 | $1,775-63.0% | $2,655-75.3% | $2,506-73.8% |
| Participant deferral / active EE | $1,590 | $3,238-50.9% | $3,941-59.7% | $4,310-63.1% |
| Admin fee / account holder | $57 | $151-62.3% | $4,932-98.8% | $188-69.6% |