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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,077 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,961 |
Filed as: WILSHIRE ADVISORS LLC 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 | $23,841 | $80,968-70.6% | $96,544-75.3% | $75,163-68.3% |
| Participation rate | 96.5% | 71.8%+24.7pp | 76.0%+20.6pp | 67.2%+29.3pp |
| Annual return | 20.24% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,080 | $2,282-8.8% | $2,965-29.8% | $2,670-22.1% |
| Participant deferral / active EE | $3,647 | $3,928-7.2% | $4,851-24.8% | $4,125-11.6% |
| Admin fee / account holder | $104 | $6,724-98.5% | $8,252-98.7% | $5,651-98.2% |