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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,097 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $14,548 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $27,873 | $61,272-54.5% | $149,673-81.4% | $71,457-61.0% |
| Participation rate | 88.1% | 62.5%+25.6pp | 78.8%+9.3pp | 67.9%+20.1pp |
| Annual return | 15.76% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $635 | $2,378-73.3% | $4,818-86.8% | $2,588-75.5% |
| Participant deferral / active EE | $3,709 | $2,917+27.2% | $5,680-34.7% | $4,289-13.5% |
| Admin fee / account holder | $215 | $1,261-83.0% | $13,210-98.4% | $1,587-86.5% |