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 | $14,266 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $77,520 | $93,131-16.8% | $106,548-27.2% | $86,799-10.7% |
| Participation rate | 93.8% | 81.4%+12.4pp | 76.1%+17.7pp | 72.3%+21.5pp |
| Annual return | 14.95% | 19.45%-4.5pp | 26.80%-11.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,473 | $2,895-49.1% | $2,819-47.8% | $2,405-38.8% |
| Participant deferral / active EE | $4,271 | $4,708-9.3% | $4,398-2.9% | $4,131+3.4% |
| Admin fee / account holder | $22 | $145-84.7% | $7,407-99.7% | $170-86.9% |