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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $25,603 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,307 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,769 | $65,061-22.0% | $143,757-64.7% | $66,914-24.1% |
| Participation rate | 77.1% | 65.2%+11.9pp | 80.3%-3.2pp | 69.8%+7.3pp |
| Annual return | -12.24% | -11.14%-1.1pp | -0.04%-12.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,260 | $2,361-46.6% | $4,951-74.6% | $2,544-50.5% |
| Participant deferral / active EE | $1,492 | $2,919-48.9% | $5,637-73.5% | $4,237-64.8% |
| Admin fee / account holder | $30 | $502-94.1% | $14,673-99.8% | $593-95.0% |