See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,498 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,457 | $60,776+2.8% | $85,682-27.1% | $79,386-21.3% |
| Participation rate | 44.2% | 62.1%-17.9pp | 69.9%-25.7pp | 70.7%-26.5pp |
| Annual return | 13.15% | 16.57%-3.4pp | 21.49%-8.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $812 | $1,663-51.2% | $2,618-69.0% | $2,427-66.6% |
| Participant deferral / active EE | $1,169 | $2,919-60.0% | $3,923-70.2% | $4,046-71.1% |
| Admin fee / account holder | $82 | $438-81.3% | $6,873-98.8% | $626-86.9% |