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 | $60,388 |
THE LEADERS GROUP INC8+ years Service code 49 · EIN 84-1275292 | Other Services | $11,829 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $30,205 | $65,435-53.8% | $86,677-65.2% | $66,914-54.9% |
| Participation rate | 95.6% | 75.5%+20.1pp | 76.6%+19.0pp | 69.8%+25.8pp |
| Annual return | -14.63% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,434 | $2,153-33.4% | $2,836-49.4% | $2,544-43.6% |
| Participant deferral / active EE | $4,792 | $4,100+16.9% | $4,656+2.9% | $4,237+13.1% |
| Admin fee / account holder | $245 | $642-61.7% | $7,493-96.7% | $593-58.6% |