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 7-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,346 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,500 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,673 | $86,286-70.2% | $111,297-76.9% | $85,850-70.1% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 15.80% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,189 | $2,043+7.1% | $2,731-19.8% | $2,565-14.7% |
| Participant deferral / active EE | $3,749 | $3,641+3.0% | $4,487-16.5% | $3,952-5.1% |
| Admin fee / account holder | $171 | $8,188-97.9% | $7,964-97.9% | $6,260-97.3% |