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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,471 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $7,617 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,297 | $39,973-16.7% | $79,550-58.1% | $77,904-57.3% |
| Participation rate | 15.5% | 64.6%-49.1pp | 69.5%-54.0pp | 73.7%-58.2pp |
| Annual return | -13.48% | 3.42%-16.9pp | 0.16%-13.6pp | 12.21%-25.7pp |
| Employer contribution / active EE | $580 | $1,088-46.7% | $2,413-76.0% | $2,848-79.6% |
| Participant deferral / active EE | $738 | $2,774-73.4% | $3,985-81.5% | $4,806-84.6% |
| Admin fee / account holder | $129 | $113+14.1% | $6,832-98.1% | $133-2.8% |