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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,431 |
Service code 49 · EIN 74-2794194 | Other Services | $13,109 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $51,558 | $52,293-1.4% | $178,490-71.1% | $73,409-29.8% |
| Participation rate | 39.1% | 65.3%-26.3pp | 81.9%-42.9pp | 72.2%-33.1pp |
| Annual return | 14.58% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $628 | $1,735-63.8% | $5,011-87.5% | $2,234-71.9% |
| Participant deferral / active EE | $1,231 | $2,332-47.2% | $5,202-76.3% | $3,805-67.7% |
| Admin fee / account holder | $176 | $127+38.3% | $13,984-98.7% | $158+11.6% |