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 | $114,237 |
SBSF2 years Service code 13 · EIN 27-3232902 | Contract Administrator | $38,141 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $14,710 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,416 | $73,404+38.2% | $87,100+16.4% | $67,579+50.1% |
| Participation rate | 56.5% | 80.9%-24.4pp | 76.9%-20.4pp | 71.3%-14.8pp |
| Annual return | 19.46% | 48.29%-28.8pp | 28.19%-8.7pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,321 | $2,014-34.4% | $2,521-47.6% | $2,148-38.5% |
| Participant deferral / active EE | $3,586 | $3,913-8.3% | $4,049-11.4% | $3,539+1.3% |
| Admin fee / account holder | $552 | $142+289.8% | $7,497-92.6% | $142+287.9% |