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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,338 |
KESTRA INVESTMENT SERVICES LLC9+ years Service code 49 · EIN 74-2794194 | Other Services | $5,102 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,471 | $95,274+64.2% | $135,903+15.1% | $74,419+110.3% |
| Participation rate | 71.9% | 78.2%-6.3pp | 81.9%-10.0pp | 70.7%+1.2pp |
| Annual return | 23.75% | 32.77%-9.0pp | 68.23%-44.5pp | 34.38%-10.6pp |
| Employer contribution / active EE | $5,212 | $3,874+34.5% | $4,856+7.3% | $2,637+97.6% |
| Participant deferral / active EE | $8,212 | $7,782+5.5% | $7,758+5.9% | $4,528+81.4% |
| Admin fee / account holder | $201 | $266-24.3% | $10,762-98.1% | $348-42.1% |