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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,411 |
Service code 49 · EIN 34-1004471 | Other Services | $5,950 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,646 | $60,323-34.3% | $81,812-51.5% | $74,495-46.8% |
| Participation rate | 55.3% | 62.9%-7.5pp | 72.3%-17.0pp | 67.2%-11.9pp |
| Annual return | 11.24% | 16.90%-5.7pp | 773.79%-762.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,191 | $2,620-54.6% | $2,912-59.1% | $2,623-54.6% |
| Participant deferral / active EE | $1,506 | $3,387-55.5% | $4,319-65.1% | $4,346-65.4% |
| Admin fee / account holder | $116 | $1,486-92.2% | $7,386-98.4% | $1,942-94.0% |