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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,835 |
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 | $58,006 | $34,934+66.0% | $56,411+2.8% | $74,495-22.1% |
| Participation rate | 84.6% | 32.8%+51.8pp | 52.5%+32.2pp | 67.2%+17.4pp |
| Annual return | 11.36% | 25.94%-14.6pp | 1701.33%-1690.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $564 | $609-7.5% | $1,039-45.7% | $2,623-78.5% |
| Participant deferral / active EE | $2,542 | $1,170+117.2% | $1,952+30.2% | $4,346-41.5% |
| Admin fee / account holder | $209 | $2,364-91.2% | $2,829-92.6% | $1,942-89.2% |