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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,132 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,510 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $6,305 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $17,808 | $44,221-59.7% | $121,196-85.3% | $56,287-68.4% |
| Participation rate | 97.2% | 61.1%+36.2pp | 71.7%+25.5pp | 69.9%+27.4pp |
| Annual return | 0.63% | -3.58%+4.2pp | 16.93%-16.3pp | -9.96%+10.6pp |
| Employer contribution / active EE | $1,508 | $1,480+1.9% | $4,022-62.5% | $2,111-28.6% |
| Participant deferral / active EE | $2,493 | $2,521-1.1% | $3,344-25.5% | $3,350-25.6% |
| Admin fee / account holder | $49 | $480-89.8% | $5,019-99.0% | $521-90.6% |