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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,874 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,546 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,687 | $65,061-15.9% | $143,757-62.0% | $66,914-18.3% |
| Participation rate | 47.2% | 65.2%-18.0pp | 80.3%-33.1pp | 69.8%-22.6pp |
| Annual return | -7.66% | -11.14%+3.5pp | -0.04%-7.6pp | 1.58%-9.2pp |
| Employer contribution / active EE | $836 | $2,361-64.6% | $4,951-83.1% | $2,544-67.2% |
| Participant deferral / active EE | $1,239 | $2,919-57.5% | $5,637-78.0% | $4,237-70.8% |
| Admin fee / account holder | $37 | $502-92.6% | $14,673-99.7% | $593-93.8% |