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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,052 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,134 | $70,667-7.8% | $123,104-47.1% | $52,331+24.5% |
| Participation rate | 97.5% | 83.7%+13.8pp | 86.8%+10.7pp | 68.1%+29.4pp |
| Annual return | -0.51% | 6.23%-6.7pp | 13.22%-13.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,775 | $2,946-39.8% | $5,151-65.5% | $1,882-5.7% |
| Participant deferral / active EE | $2,739 | $4,493-39.0% | $6,230-56.0% | $3,022-9.4% |
| Admin fee / account holder | $6 | $506-98.8% | $9,015-99.9% | $592-99.0% |