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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,151 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,547 | $74,024-45.2% | $77,999-48.0% | $57,658-29.7% |
| Participation rate | 67.4% | 79.7%-12.4pp | 75.5%-8.1pp | 70.2%-2.8pp |
| Annual return | 9.48% | 12.14%-2.7pp | 425.96%-416.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $494 | $2,365-79.1% | $2,470-80.0% | $1,974-75.0% |
| Participant deferral / active EE | $1,907 | $3,533-46.0% | $3,497-45.5% | $3,061-37.7% |
| Admin fee / account holder | $18 | $93-80.5% | $5,480-99.7% | $95-80.8% |