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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,290 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $50,184 | $26,549+89.0% | $61,373-18.2% | $66,914-25.0% |
| Participation rate | 87.5% | 38.1%+49.4pp | 52.6%+34.9pp | 69.8%+17.7pp |
| Annual return | -14.45% | -16.21%+1.8pp | 338.61%-353.1pp | 1.58%-16.0pp |
| Employer contribution / active EE | $465 | $651-28.7% | $1,159-59.9% | $2,544-81.7% |
| Participant deferral / active EE | $2,314 | $1,338+72.9% | $2,125+8.9% | $4,237-45.4% |
| Admin fee / account holder | $183 | $409-55.3% | $2,130-91.4% | $593-69.2% |