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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,559 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $33,987 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,672 | $79,171+3.2% | $102,423-20.3% | $74,495+9.6% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 11.59% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,613 | $2,362+10.6% | $3,023-13.6% | $2,623-0.4% |
| Participant deferral / active EE | $4,731 | $4,415+7.2% | $5,053-6.4% | $4,346+8.9% |
| Admin fee / account holder | $369 | $2,001-81.6% | $9,451-96.1% | $1,942-81.0% |