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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,288 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,952 | $55,453+20.7% | $170,442-60.7% | $62,292+7.5% |
| Participation rate | 95.6% | 66.4%+29.3pp | 83.6%+12.0pp | 69.5%+26.1pp |
| Annual return | 24.97% | 21.38%+3.6pp | 205.93%-181.0pp | 28.90%-3.9pp |
| Employer contribution / active EE | $2,176 | $2,164+0.6% | $5,433-59.9% | $2,042+6.6% |
| Participant deferral / active EE | $4,611 | $2,303+100.2% | $4,939-6.7% | $3,169+45.5% |
| Admin fee / account holder | $13 | $455-97.1% | $13,880-99.9% | $479-97.2% |