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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,688 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $17,382 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,350 | $50,982-9.1% | $154,803-70.1% | $85,563-45.8% |
| Participation rate | 37.0% | 59.8%-22.7pp | 78.1%-41.0pp | 66.0%-28.9pp |
| Annual return | 11.10% | 30.35%-19.3pp | 58.88%-47.8pp | 31.51%-20.4pp |
| Employer contribution / active EE | $753 | $1,708-55.9% | $4,305-82.5% | $2,654-71.6% |
| Participant deferral / active EE | $1,240 | $2,474-49.9% | $5,540-77.6% | $4,375-71.7% |
| Admin fee / account holder | $148 | $846-82.5% | $14,329-99.0% | $834-82.2% |