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 | $28,767 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,091 | $25,302-32.5% | $74,701-77.1% | $67,579-74.7% |
| Participation rate | 36.2% | 37.8%-1.6pp | 54.5%-18.2pp | 71.3%-35.1pp |
| Annual return | 27.13% | 10291.17%-10264.0pp | 752.92%-725.8pp | 378.56%-351.4pp |
| Employer contribution / active EE | $472 | $446+5.8% | $1,084-56.4% | $2,148-78.0% |
| Participant deferral / active EE | $572 | $954-40.1% | $1,964-70.9% | $3,539-83.8% |
| Admin fee / account holder | $124 | $108+15.2% | $3,333-96.3% | $142-12.9% |