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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,895 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $187,104 | $76,050+146.0% | $96,544+93.8% | $71,457+161.8% |
| Participation rate | 74.4% | 74.4%0pp | 76.0%-1.5pp | 67.9%+6.5pp |
| Annual return | 13.98% | 22.81%-8.8pp | 25.84%-11.9pp | 28.85%-14.9pp |
| Employer contribution / active EE | $3,342 | $2,244+48.9% | $2,965+12.7% | $2,588+29.2% |
| Participant deferral / active EE | $4,890 | $4,215+16.0% | $4,851+0.8% | $4,289+14.0% |
| Admin fee / account holder | $13 | $2,707-99.5% | $8,252-99.8% | $1,587-99.2% |