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 9-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 | $3,860 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,428 | $63,442-72.5% | $68,791-74.7% | $66,914-74.0% |
| Participation rate | 21.4% | 60.0%-38.5pp | 69.0%-47.6pp | 69.8%-48.4pp |
| Annual return | -17.99% | -8.29%-9.7pp | -6.38%-11.6pp | 1.58%-19.6pp |
| Employer contribution / active EE | $361 | $1,775-79.6% | $2,655-86.4% | $2,544-85.8% |
| Participant deferral / active EE | $687 | $2,945-76.7% | $3,941-82.6% | $4,237-83.8% |
| Admin fee / account holder | $108 | $577-81.3% | $4,932-97.8% | $593-81.8% |