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 | $58,744 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $21,050 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,531 | $93,182+94.8% | $146,665+23.8% | $79,386+128.7% |
| Participation rate | 99.5% | 76.4%+23.1pp | 80.1%+19.5pp | 70.7%+28.8pp |
| Annual return | 16.75% | 21.61%-4.9pp | 22.74%-6.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $5,481 | $2,420+126.5% | $4,136+32.5% | $2,427+125.8% |
| Participant deferral / active EE | $11,368 | $4,169+172.7% | $5,506+106.5% | $4,046+181.0% |
| Admin fee / account holder | $159 | $585-72.9% | $10,280-98.5% | $626-74.7% |