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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,695 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 | $29,500 | $69,305-57.4% | $82,313-64.2% | $69,631-57.6% |
| Participation rate | 68.8% | 80.3%-11.4pp | 76.9%-8.1pp | 70.7%-1.9pp |
| Annual return | 16.00% | 21.47%-5.5pp | 25.88%-9.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $648 | $1,887-65.7% | $2,428-73.3% | $2,032-68.1% |
| Participant deferral / active EE | $1,704 | $3,568-52.2% | $3,706-54.0% | $3,224-47.1% |
| Admin fee / account holder | $82 | $97-15.8% | $5,608-98.5% | $110-25.9% |