See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 41-0973005 | Other Services | $10,046 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,203 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,549 | $86,944-76.4% | $107,525-80.9% | $74,304-72.3% |
| Participation rate | 73.0% | 59.6%+13.5pp | 75.1%-2.0pp | 60.3%+12.7pp |
| Annual return | 17.91% | 23.52%-5.6pp | 181.32%-163.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $288 | $2,757-89.6% | $3,754-92.3% | $2,241-87.2% |
| Participant deferral / active EE | $2,307 | $3,554-35.1% | $5,116-54.9% | $3,767-38.8% |
| Admin fee / account holder | $45 | $3,727-98.8% | $8,919-99.5% | $2,969-98.5% |