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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,427 |
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.
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 | $80,996 | $71,142+13.9% | $119,609-32.3% | $64,808+25.0% |
| Participation rate | 51.0% | 78.6%-27.6pp | 79.3%-28.3pp | 71.5%-20.5pp |
| Annual return | -14.85% | -10.01%-4.8pp | -14.97%+0.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $903 | $2,497-63.8% | $4,232-78.7% | $2,506-64.0% |
| Participant deferral / active EE | $2,745 | $4,490-38.9% | $5,602-51.0% | $4,310-36.3% |
| Admin fee / account holder | $200 | $162+23.4% | $10,323-98.1% | $188+6.5% |