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 |
|---|---|---|
Service code 49 · EIN 34-1004471 | Other Services | $6,515 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,927 | $99,957+7.0% | $149,696-28.6% | $73,488+45.5% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 15.60% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $310 | $3,191-90.3% | $4,644-93.3% | $2,270-86.4% |
| Participant deferral / active EE | $7,578 | $6,073+24.8% | $6,842+10.8% | $3,740+102.6% |
| Admin fee / account holder | $5 | $551-99.1% | $9,309-99.9% | $513-99.1% |