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 5-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 | $10,426 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $554,795 | $37,393+1383.7% | $77,024+620.3% | $66,914+729.1% |
| Participation rate | 33.1% | 52.9%-19.8pp | 67.9%-34.8pp | 69.8%-36.7pp |
| Annual return | 390.83% | -3.29%+394.1pp | 42.32%+348.5pp | 1.58%+389.2pp |
| Employer contribution / active EE | $1,266 | $1,531-17.3% | $2,812-55.0% | $2,544-50.2% |
| Participant deferral / active EE | $1,092 | $2,617-58.3% | $4,426-75.3% | $4,237-74.2% |
| Admin fee / account holder | $218 | $567-61.5% | $5,425-96.0% | $593-63.2% |