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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,462 |
Service code 49 · EIN 74-2794194 | Other Services | $6,543 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $6,001 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,208 | $62,928-34.5% | $172,739-76.1% | $67,579-39.0% |
| Participation rate | 36.1% | 64.5%-28.3pp | 82.6%-46.5pp | 71.3%-35.2pp |
| Annual return | 20.56% | 30.36%-9.8pp | 802.84%-782.3pp | 378.56%-358.0pp |
| Employer contribution / active EE | $490 | $1,636-70.1% | $5,143-90.5% | $2,148-77.2% |
| Participant deferral / active EE | $917 | $2,145-57.2% | $5,198-82.4% | $3,539-74.1% |
| Admin fee / account holder | $161 | $167-3.4% | $13,954-98.8% | $142+13.1% |