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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,958 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $103,342 | $86,332+19.7% | $125,175-17.4% | $65,185+58.5% |
| Participation rate | 79.8% | 75.3%+4.5pp | 79.8%0pp | 70.2%+9.6pp |
| Annual return | 20.91% | 27.43%-6.5pp | 43.79%-22.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $625 | $2,040-69.3% | $3,865-83.8% | $2,177-71.3% |
| Participant deferral / active EE | $4,809 | $3,537+36.0% | $4,937-2.6% | $3,514+36.9% |
| Admin fee / account holder | $179 | $609-70.7% | $9,702-98.2% | $847-78.9% |