See peer percentile detail. $4.99 for your first month.
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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,924 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $14,735 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,095 | $65,061-58.4% | $143,757-81.2% | $66,914-59.5% |
| Participation rate | 93.5% | 65.2%+28.4pp | 80.3%+13.2pp | 69.8%+23.7pp |
| Annual return | -17.83% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $765 | $2,361-67.6% | $4,951-84.6% | $2,544-69.9% |
| Participant deferral / active EE | $4,080 | $2,919+39.8% | $5,637-27.6% | $4,237-3.7% |
| Admin fee / account holder | $230 | $502-54.2% | $14,673-98.4% | $593-61.2% |