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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,628 |
Service code 49 · EIN 34-1004471 | Other Services | $5,080 |
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.
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 | $35,452 | $58,264-39.2% | $86,612-59.1% | $71,457-50.4% |
| Participation rate | 51.2% | 65.0%-13.8pp | 71.7%-20.5pp | 67.9%-16.7pp |
| Annual return | 16.47% | 21.63%-5.2pp | 591.07%-574.6pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,079 | $2,574-58.1% | $3,022-64.3% | $2,588-58.3% |
| Participant deferral / active EE | $1,202 | $3,436-65.0% | $4,438-72.9% | $4,289-72.0% |
| Admin fee / account holder | $46 | $1,057-95.7% | $5,614-99.2% | $1,587-97.1% |