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 | $67,779 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,899 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $24,249 | $59,417-59.2% | $93,606-74.1% | $74,495-67.4% |
| Participation rate | 63.6% | 59.7%+3.9pp | 68.7%-5.1pp | 67.2%-3.6pp |
| Annual return | 8.80% | 81.83%-73.0pp | 133.20%-124.4pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $436 | $1,264-65.5% | $2,420-82.0% | $2,623-83.4% |
| Participant deferral / active EE | $2,104 | $3,050-31.0% | $4,411-52.3% | $4,346-51.6% |
| Admin fee / account holder | $416 | $3,021-86.2% | $8,285-95.0% | $1,942-78.6% |