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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,204 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,543 | $107,459-0.9% | $135,903-21.6% | $80,160+32.9% |
| Participation rate | 90.0% | 78.0%+11.9pp | 81.9%+8.0pp | 72.9%+17.0pp |
| Annual return | 17.87% | 91.91%-74.0pp | 68.23%-50.4pp | 40.38%-22.5pp |
| Employer contribution / active EE | $3,359 | $3,877-13.4% | $4,856-30.8% | $2,978+12.8% |
| Participant deferral / active EE | $7,937 | $8,195-3.2% | $7,758+2.3% | $5,017+58.2% |
| Admin fee / account holder | $16 | $127-87.1% | $10,762-99.8% | $145-88.7% |