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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,646 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $64,960 | $74,347-12.6% | $93,606-30.6% | $67,579-3.9% |
| Participation rate | 97.9% | 80.6%+17.3pp | 75.8%+22.1pp | 71.3%+26.6pp |
| Annual return | 21.92% | 28.07%-6.2pp | 32.76%-10.8pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,482 | $2,583-42.6% | $2,718-45.5% | $2,148-31.0% |
| Participant deferral / active EE | $4,174 | $4,060+2.8% | $4,069+2.6% | $3,539+17.9% |
| Admin fee / account holder | $8 | $123-93.7% | $7,888-99.9% | $142-94.6% |