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 7-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 | $9,591 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,178 | $59,805-66.3% | $79,550-74.6% | $68,494-70.5% |
| Participation rate | 44.7% | 61.1%-16.4pp | 69.5%-24.8pp | 67.9%-23.2pp |
| Annual return | -20.88% | -12.30%-8.6pp | 0.16%-21.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $936 | $1,505-37.8% | $2,413-61.2% | $2,596-63.9% |
| Participant deferral / active EE | $1,261 | $3,024-58.3% | $3,985-68.4% | $4,027-68.7% |
| Admin fee / account holder | $234 | $4,835-95.2% | $6,832-96.6% | $5,403-95.7% |