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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,393 |
ACCESSEHR INSURANCE SERVICES2 years Filed as: ACCESSEHR INSURANCE SERVICES INC Service code 49 · EIN 83-2965715 | Other Services | $6,775 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $74,783 | $86,225-13.3% | $146,665-49.0% | $86,799-13.8% |
| Participation rate | 86.4% | 78.0%+8.5pp | 80.1%+6.4pp | 72.3%+14.2pp |
| Annual return | 24.66% | 31.23%-6.6pp | 22.74%+1.9pp | 97.91%-73.2pp |
| Employer contribution / active EE | $658 | $2,392-72.5% | $4,136-84.1% | $2,405-72.6% |
| Participant deferral / active EE | $3,255 | $4,245-23.3% | $5,506-40.9% | $4,131-21.2% |
| Admin fee / account holder | $233 | $195+19.4% | $10,280-97.7% | $170+37.5% |