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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,831 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,445 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,093 | $86,332-17.7% | $125,175-43.2% | $65,185+9.1% |
| Participation rate | 90.1% | 75.3%+14.8pp | 79.8%+10.4pp | 70.2%+19.9pp |
| Annual return | 24.25% | 27.43%-3.2pp | 43.79%-19.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,093 | $2,040-46.4% | $3,865-71.7% | $2,177-49.8% |
| Participant deferral / active EE | $3,909 | $3,537+10.5% | $4,937-20.8% | $3,514+11.3% |
| Admin fee / account holder | $57 | $609-90.7% | $9,702-99.4% | $847-93.3% |