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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,355 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,179 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,213 | $79,428-46.9% | $106,548-60.4% | $79,386-46.8% |
| Participation rate | 89.5% | 74.1%+15.3pp | 76.1%+13.3pp | 70.7%+18.8pp |
| Annual return | 13.16% | 18.27%-5.1pp | 26.80%-13.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $879 | $2,234-60.6% | $2,819-68.8% | $2,427-63.8% |
| Participant deferral / active EE | $2,282 | $3,823-40.3% | $4,398-48.1% | $4,046-43.6% |
| Admin fee / account holder | $333 | $523-36.2% | $7,407-95.5% | $626-46.8% |