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 | $77,336 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $26,061 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 34-1319600 | Contract Administrator | $17,171 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755536 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,991 | $53,136+18.5% | $155,509-59.5% | $199,593-68.4% |
| Participation rate | 46.7% | 64.1%-17.4pp | 78.2%-31.5pp | 72.0%-25.3pp |
| Annual return | 15.43% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,143 | $1,851+15.8% | $4,672-54.1% | $3,034-29.4% |
| Participant deferral / active EE | $3,575 | $3,161+13.1% | $5,626-36.5% | $5,087-29.7% |
| Admin fee / account holder | $200 | $185+8.0% | $15,912-98.7% | $269-25.5% |