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 | $14,126 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,117 |
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 | $169,353 | $91,407+85.3% | $135,903+24.6% | $71,457+137.0% |
| Participation rate | 92.2% | 75.7%+16.5pp | 81.9%+10.3pp | 67.9%+24.2pp |
| Annual return | 18.93% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,966 | $3,703+7.1% | $4,856-18.3% | $2,588+53.3% |
| Participant deferral / active EE | $10,449 | $7,092+47.3% | $7,758+34.7% | $4,289+143.6% |
| Admin fee / account holder | $6 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |