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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,841 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $736,339 | $41,078+1692.5% | $80,569+813.9% | $71,457+930.5% |
| Participation rate | 33.3% | 50.2%-16.9pp | 67.0%-33.7pp | 67.9%-34.6pp |
| Annual return | 33.99% | 38.45%-4.5pp | 935.43%-901.4pp | 28.85%+5.1pp |
| Employer contribution / active EE | $2,996 | $1,506+99.0% | $2,723+10.0% | $2,588+15.8% |
| Participant deferral / active EE | $1,461 | $2,699-45.9% | $4,447-67.2% | $4,289-65.9% |
| Admin fee / account holder | $309 | $1,840-83.2% | $5,377-94.2% | $1,587-80.5% |