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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,908 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,598 | $89,739-16.9% | $149,718-50.2% | $62,292+19.8% |
| Participation rate | 97.2% | 85.1%+12.1pp | 87.1%+10.1pp | 69.5%+27.7pp |
| Annual return | 14.35% | 21.01%-6.7pp | 1501.63%-1487.3pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,583 | $3,233-51.0% | $5,445-70.9% | $2,042-22.5% |
| Participant deferral / active EE | $2,302 | $4,797-52.0% | $6,569-65.0% | $3,169-27.4% |
| Admin fee / account holder | $16 | $551-97.1% | $11,283-99.9% | $479-96.7% |