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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,597 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,025 | $174,380-52.4% | $108,579-23.5% | - |
| Participation rate | 87.9% | 70.3%+17.5pp | 79.6%+8.3pp | - |
| Annual return | 7.86% | 1.91%+6.0pp | -51.70%+59.6pp | - |
| Employer contribution / active EE | $551 | $1,536-64.1% | $3,758-85.3% | - |
| Participant deferral / active EE | $3,987 | $2,685+48.5% | $4,311-7.5% | - |
| Admin fee / account holder | $131 | $13,800-99.0% | $7,645-98.3% | - |