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 | $4,136 |
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 | $198,082 | $79,171+150.2% | $102,423+93.4% | $74,495+165.9% |
| Participation rate | 78.4% | 74.8%+3.6pp | 76.5%+2.0pp | 67.2%+11.2pp |
| Annual return | 11.53% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,608 | $2,362+52.7% | $3,023+19.3% | $2,623+37.6% |
| Participant deferral / active EE | $5,308 | $4,415+20.2% | $5,053+5.1% | $4,346+22.2% |
| Admin fee / account holder | $27 | $2,001-98.7% | $9,451-99.7% | $1,942-98.6% |