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 | $2,283 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
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 | $34,356 | $46,745-26.5% | $60,547-43.3% | $52,331-34.3% |
| Participation rate | 41.7% | 58.6%-16.9pp | 68.0%-26.3pp | 68.1%-26.4pp |
| Annual return | -1.21% | 0.61%-1.8pp | 335.64%-336.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $740 | $1,259-41.2% | $2,419-69.4% | $1,882-60.7% |
| Participant deferral / active EE | $920 | $2,145-57.1% | $3,328-72.4% | $3,022-69.6% |
| Admin fee / account holder | $36 | $537-93.2% | $4,536-99.2% | $592-93.9% |