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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,550 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $72,892 | $35,986+102.6% | $77,482-5.9% | $73,488-0.8% |
| Participation rate | 96.6% | 40.8%+55.8pp | 54.2%+42.5pp | 70.7%+26.0pp |
| Annual return | 9.57% | 19.26%-9.7pp | 54.79%-45.2pp | 28.51%-18.9pp |
| Employer contribution / active EE | $617 | $557+10.7% | $986-37.5% | $2,270-72.8% |
| Participant deferral / active EE | $3,239 | $1,198+170.5% | $1,861+74.1% | $3,740-13.4% |
| Admin fee / account holder | $258 | $466-44.6% | $2,858-91.0% | $513-49.7% |