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 | $22,077 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,677 |
Filed as: REITREMENT SOLUTIONS SPECIALISTS Service code 13 | Contract Administrator | $3,680 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,700 |
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.
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 | $50,494 | $66,528-24.1% | $86,874-41.9% | $86,799-41.8% |
| Participation rate | 64.9% | 72.4%-7.5pp | 71.6%-6.8pp | 72.3%-7.4pp |
| Annual return | 15.76% | 19.56%-3.8pp | 63.52%-47.8pp | 97.91%-82.1pp |
| Employer contribution / active EE | $1,251 | $2,007-37.7% | $2,495-49.9% | $2,405-48.0% |
| Participant deferral / active EE | $2,248 | $3,240-30.6% | $3,699-39.2% | $4,131-45.6% |
| Admin fee / account holder | $66 | $148-55.3% | $5,828-98.9% | $170-60.9% |