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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,874 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,639 | $78,419+10.5% | $133,956-35.3% | $73,409+18.0% |
| Participation rate | 68.9% | 78.6%-9.7pp | 79.8%-10.9pp | 72.2%-3.3pp |
| Annual return | 15.02% | 33.35%-18.3pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $897 | $2,044-56.1% | $3,919-77.1% | $2,234-59.8% |
| Participant deferral / active EE | $2,722 | $3,925-30.6% | $5,048-46.1% | $3,805-28.5% |
| Admin fee / account holder | $210 | $161+30.0% | $8,927-97.7% | $158+32.8% |