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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,715 |
Filed as: ACCESSEHR INSURANCE SERVICES INC Service code 49 · EIN 83-2965715 | Other Services | $7,512 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,019 | $78,419-13.3% | $133,956-49.2% | $73,409-7.3% |
| Participation rate | 79.6% | 78.6%+1.0pp | 79.8%-0.2pp | 72.2%+7.4pp |
| Annual return | 4.92% | 33.35%-28.4pp | 45.09%-40.2pp | 59.29%-54.4pp |
| Employer contribution / active EE | $985 | $2,044-51.8% | $3,919-74.9% | $2,234-55.9% |
| Participant deferral / active EE | $2,773 | $3,925-29.4% | $5,048-45.1% | $3,805-27.1% |
| Admin fee / account holder | $253 | $161+56.6% | $8,927-97.2% | $158+60.0% |