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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,178 |
S B H U LIFE AGENCY INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $9,268 |
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 | $37,730 | $50,820-25.8% | $155,567-75.7% | $77,671-51.4% |
| Participation rate | 26.2% | 63.1%-36.9pp | 78.2%-52.0pp | 70.6%-44.4pp |
| Annual return | 12.14% | 34.85%-22.7pp | 64.74%-52.6pp | 31.21%-19.1pp |
| Employer contribution / active EE | $471 | $1,993-76.3% | $4,674-89.9% | $2,726-82.7% |
| Participant deferral / active EE | $1,854 | $2,823-34.3% | $5,628-67.1% | $4,648-60.1% |
| Admin fee / account holder | $189 | $436-56.6% | $15,916-98.8% | $430-56.0% |