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 9-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 | $9,114 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,763 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,438 | $64,119-74.4% | $112,228-85.4% | $66,914-75.4% |
| Participation rate | 77.4% | 68.5%+9.0pp | 75.1%+2.4pp | 69.8%+7.6pp |
| Annual return | -20.48% | -13.81%-6.7pp | 27.45%-47.9pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,137 | $3,005-62.2% | $3,635-68.7% | $2,544-55.3% |
| Participant deferral / active EE | $3,155 | $3,693-14.6% | $4,728-33.3% | $4,237-25.5% |
| Admin fee / account holder | $49 | $625-92.1% | $6,410-99.2% | $593-91.7% |