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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,556 |
WOODBURY FINANCIAL SERVICES7+ years Service code 49 · EIN 41-0944586 | Other Services | $33,380 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,586 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WISHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
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 | $48,716 | $82,202-40.7% | $125,339-61.1% | $64,808-24.8% |
| Participation rate | 85.6% | 77.9%+7.7pp | 82.4%+3.2pp | 71.5%+14.2pp |
| Annual return | -15.12% | 3.48%-18.6pp | 572.05%-587.2pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,929 | $3,615-46.6% | $4,814-59.9% | $2,506-23.0% |
| Participant deferral / active EE | $7,897 | $7,175+10.1% | $7,446+6.0% | $4,310+83.2% |
| Admin fee / account holder | $213 | $163+30.5% | $10,010-97.9% | $188+13.5% |