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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,129 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,816 | $86,225+20.4% | $146,665-29.2% | $86,799+19.6% |
| Participation rate | 64.8% | 78.0%-13.1pp | 80.1%-15.2pp | 72.3%-7.4pp |
| Annual return | 16.88% | 31.23%-14.3pp | 22.74%-5.9pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,158 | $2,392-51.6% | $4,136-72.0% | $2,405-51.9% |
| Participant deferral / active EE | $3,002 | $4,245-29.3% | $5,506-45.5% | $4,131-27.3% |
| Admin fee / account holder | $258 | $195+32.1% | $10,280-97.5% | $170+52.1% |