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 | $40,044 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,196 | $79,171+2.6% | $102,423-20.7% | $74,495+9.0% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 13.85% | 54.93%-41.1pp | 29.32%-15.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,989 | $2,362-15.8% | $3,023-34.2% | $2,623-24.2% |
| Participant deferral / active EE | $4,084 | $4,415-7.5% | $5,053-19.2% | $4,346-6.0% |
| Admin fee / account holder | $139 | $2,001-93.1% | $9,451-98.5% | $1,942-92.8% |