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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,541 |
KESTRA INVESTMENT SERVICES LLC8+ years Service code 49 · EIN 74-2794194 | Other Services | $12,363 |
Filed as: WILSHIRE ADVISORS LLC 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 | $128,809 | $82,202+56.7% | $125,339+2.8% | $64,808+98.8% |
| Participation rate | 81.1% | 77.9%+3.2pp | 82.4%-1.3pp | 71.5%+9.6pp |
| Annual return | -17.34% | 3.48%-20.8pp | 572.05%-589.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $5,410 | $3,615+49.6% | $4,814+12.4% | $2,506+115.9% |
| Participant deferral / active EE | $8,419 | $7,175+17.3% | $7,446+13.1% | $4,310+95.3% |
| Admin fee / account holder | $278 | $163+70.2% | $10,010-97.2% | $188+48.0% |