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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,830 |
Service code 49 · EIN 34-1004471 | Other Services | $4,519 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,993 | $51,197-45.3% | $82,719-66.2% | $66,914-58.2% |
| Participation rate | 62.3% | 67.8%-5.5pp | 72.6%-10.3pp | 69.8%-7.5pp |
| Annual return | -16.68% | -9.64%-7.0pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $992 | $2,611-62.0% | $3,009-67.0% | $2,544-61.0% |
| Participant deferral / active EE | $1,212 | $3,458-65.0% | $4,395-72.4% | $4,237-71.4% |
| Admin fee / account holder | $52 | $416-87.4% | $5,329-99.0% | $593-91.2% |