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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,665 |
Service code 49 · EIN 74-2794194 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,760 | $61,156-41.5% | $185,823-80.8% | $79,386-55.0% |
| Participation rate | 98.4% | 66.6%+31.8pp | 81.7%+16.7pp | 70.7%+27.7pp |
| Annual return | 23.73% | 19.45%+4.3pp | 122.05%-98.3pp | 116.85%-93.1pp |
| Employer contribution / active EE | $2,175 | $2,321-6.3% | $5,167-57.9% | $2,427-10.4% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $21 | $710-97.1% | $16,237-99.9% | $626-96.7% |