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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,159 |
THE LEADERS GROUP INC9+ years Service code 49 · EIN 84-1275292 | Other Services | $12,477 |
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 | $33,500 | $76,050-56.0% | $96,544-65.3% | $71,457-53.1% |
| Participation rate | 92.9% | 74.4%+18.5pp | 76.0%+17.0pp | 67.9%+25.0pp |
| Annual return | 14.91% | 22.81%-7.9pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,473 | $2,244-34.3% | $2,965-50.3% | $2,588-43.1% |
| Participant deferral / active EE | $5,093 | $4,215+20.8% | $4,851+5.0% | $4,289+18.7% |
| Admin fee / account holder | $262 | $2,707-90.3% | $8,252-96.8% | $1,587-83.5% |