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 | $55,031 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,145 | $39,286+81.1% | $80,716-11.9% | $79,386-10.4% |
| Participation rate | 95.5% | 41.0%+54.5pp | 54.2%+41.3pp | 70.7%+24.7pp |
| Annual return | 11.78% | 98.95%-87.2pp | 87.28%-75.5pp | 116.85%-105.1pp |
| Employer contribution / active EE | $456 | $594-23.1% | $1,160-60.7% | $2,427-81.2% |
| Participant deferral / active EE | $2,473 | $1,264+95.7% | $2,146+15.2% | $4,046-38.9% |
| Admin fee / account holder | $240 | $647-62.9% | $3,380-92.9% | $626-61.6% |