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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $695 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 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 | $51,312 | $46,745+9.8% | $60,547-15.3% | $52,331-1.9% |
| Participation rate | 61.9% | 58.6%+3.3pp | 68.0%-6.1pp | 68.1%-6.2pp |
| Annual return | -0.58% | 0.61%-1.2pp | 335.64%-336.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $535 | $1,259-57.5% | $2,419-77.9% | $1,882-71.6% |
| Participant deferral / active EE | $2,004 | $2,145-6.6% | $3,328-39.8% | $3,022-33.7% |
| Admin fee / account holder | $8 | $537-98.4% | $4,536-99.8% | $592-98.6% |