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 | $1,629 |
PROEQUITIES INC3+ years Service code 49 · EIN 63-0879387 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,189 | $35,955-7.7% | $78,210-57.6% | $69,631-52.3% |
| Participation rate | 45.5% | 67.2%-21.6pp | 68.7%-23.2pp | 70.7%-25.2pp |
| Annual return | 16.77% | 16.42%+0.4pp | 40.90%-24.1pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $339 | $1,244-72.8% | $2,034-83.3% | $2,032-83.3% |
| Participant deferral / active EE | $902 | $2,107-57.2% | $2,823-68.0% | $3,224-72.0% |
| Admin fee / account holder | $12 | $86-86.3% | $3,758-99.7% | $110-89.3% |