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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,284 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,386 | $45,602-35.6% | $117,472-75.0% | $66,914-56.1% |
| Participation rate | 29.8% | 57.6%-27.8pp | 70.6%-40.8pp | 69.8%-40.0pp |
| Annual return | -16.81% | -16.74%-0.1pp | 29.74%-46.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $816 | $1,579-48.3% | $4,176-80.5% | $2,544-67.9% |
| Participant deferral / active EE | $1,706 | $2,845-40.0% | $4,070-58.1% | $4,237-59.7% |
| Admin fee / account holder | $251 | $661-62.0% | $5,645-95.6% | $593-57.7% |