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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,160 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,619 | $61,052-43.3% | $142,863-75.8% | $79,386-56.4% |
| Participation rate | 23.3% | 60.1%-36.8pp | 71.9%-48.6pp | 70.7%-47.4pp |
| Annual return | 22.44% | 16.02%+6.4pp | 5637.54%-5615.1pp | 116.85%-94.4pp |
| Employer contribution / active EE | $189 | $1,481-87.2% | $4,144-95.4% | $2,427-92.2% |
| Participant deferral / active EE | $1,423 | $2,879-50.6% | $3,837-62.9% | $4,046-64.8% |
| Admin fee / account holder | $286 | $659-56.6% | $6,560-95.6% | $626-54.3% |