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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,430 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $30,417 | $65,061-53.2% | $143,757-78.8% | $66,914-54.5% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -9.68% | -11.14%+1.5pp | -0.04%-9.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $2,449 | $2,361+3.8% | $4,951-50.5% | $2,544-3.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $19 | $502-96.2% | $14,673-99.9% | $593-96.8% |