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 | $97,685 |
Service code 49 · EIN 74-2794194 | Other Services | $29,304 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,602 | $84,948-87.5% | $70,449-85.0% | $73,409-85.6% |
| Participation rate | 86.4% | 79.9%+6.5pp | 75.1%+11.3pp | 72.2%+14.2pp |
| Annual return | 14.32% | 13.39%+0.9pp | 109.03%-94.7pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,022 | $2,834-63.9% | $2,737-62.7% | $2,234-54.3% |
| Participant deferral / active EE | $2,235 | $3,387-34.0% | $3,709-39.7% | $3,805-41.3% |
| Admin fee / account holder | $116 | $98+18.7% | $3,845-97.0% | $158-26.3% |