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 | $47,437 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,701 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $64,442 | $56,767+13.5% | $101,794-36.7% | $85,563-24.7% |
| Participation rate | 97.9% | 57.6%+40.3pp | 69.2%+28.7pp | 66.0%+31.9pp |
| Annual return | 14.25% | 17.76%-3.5pp | 30.53%-16.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $1,267 | $1,112+13.9% | $2,289-44.7% | $2,654-52.3% |
| Participant deferral / active EE | $5,208 | $2,720+91.5% | $4,084+27.5% | $4,375+19.0% |
| Admin fee / account holder | $52 | $1,098-95.2% | $8,777-99.4% | $834-93.7% |