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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,373 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,034 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,786 | $66,310-56.6% | $93,606-69.2% | $65,185-55.8% |
| Participation rate | 89.3% | 74.0%+15.4pp | 75.8%+13.5pp | 70.2%+19.1pp |
| Annual return | 17.57% | 42.58%-25.0pp | 32.76%-15.2pp | 29.38%-11.8pp |
| Employer contribution / active EE | $686 | $2,012-65.9% | $2,718-74.8% | $2,177-68.5% |
| Participant deferral / active EE | $1,787 | $3,342-46.5% | $4,069-56.1% | $3,514-49.1% |
| Admin fee / account holder | $254 | $6,897-96.3% | $7,888-96.8% | $847-70.0% |