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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,097 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $153,520 | $65,435+134.6% | $86,677+77.1% | $66,914+129.4% |
| Participation rate | 78.9% | 75.5%+3.5pp | 76.6%+2.3pp | 69.8%+9.1pp |
| Annual return | -12.13% | -10.89%-1.2pp | 35.91%-48.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $3,102 | $2,153+44.0% | $2,836+9.3% | $2,544+21.9% |
| Participant deferral / active EE | $4,650 | $4,100+13.4% | $4,656-0.1% | $4,237+9.8% |
| Admin fee / account holder | $156 | $642-75.6% | $7,493-97.9% | $593-73.6% |