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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,080 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $51,841 | $65,223-20.5% | $80,019-35.2% | $55,725-7.0% |
| Participation rate | 97.2% | 80.6%+16.6pp | 75.8%+21.3pp | 70.9%+26.3pp |
| Annual return | -5.83% | 7.59%-13.4pp | 11.22%-17.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,442 | $2,544-43.3% | $2,468-41.6% | $2,078-30.6% |
| Participant deferral / active EE | $3,959 | $3,881+2.0% | $3,686+7.4% | $3,356+18.0% |
| Admin fee / account holder | $8 | $114-92.6% | $6,521-99.9% | $115-92.7% |