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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,721 |
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 | $214,341 | $87,870+143.9% | $113,168+89.4% | $74,304+188.5% |
| Participation rate | 79.2% | 70.7%+8.5pp | 76.6%+2.6pp | 60.3%+18.9pp |
| Annual return | 12.83% | 26.44%-13.6pp | 24.27%-11.4pp | 29.43%-16.6pp |
| Employer contribution / active EE | $3,848 | $2,277+69.0% | $2,975+29.3% | $2,241+71.7% |
| Participant deferral / active EE | $5,806 | $4,241+36.9% | $5,107+13.7% | $3,767+54.1% |
| Admin fee / account holder | $17 | $3,368-99.5% | $12,068-99.9% | $2,969-99.4% |