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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,705 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $952 |
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 | $163,230 | $84,487+93.2% | $125,339+30.2% | $66,914+143.9% |
| Participation rate | 89.3% | 76.4%+12.9pp | 82.4%+6.9pp | 69.8%+19.5pp |
| Annual return | -15.67% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,273 | $3,553-7.9% | $4,814-32.0% | $2,544+28.6% |
| Participant deferral / active EE | $9,966 | $6,781+47.0% | $7,446+33.8% | $4,237+135.2% |
| Admin fee / account holder | $7 | $685-99.0% | $10,010-99.9% | $593-98.9% |