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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,061 |
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 | $55,810 | $27,839+100.5% | $58,482-4.6% | $71,457-21.9% |
| Participation rate | 84.9% | 34.5%+50.3pp | 50.9%+34.0pp | 67.9%+16.9pp |
| Annual return | 14.63% | 26.81%-12.2pp | 4239.32%-4224.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $496 | $631-21.3% | $1,053-52.9% | $2,588-80.8% |
| Participant deferral / active EE | $2,571 | $1,206+113.1% | $1,924+33.6% | $4,289-40.1% |
| Admin fee / account holder | $187 | $1,641-88.6% | $2,516-92.6% | $1,587-88.2% |