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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,063 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $57,009 | $86,897-34.4% | $151,611-62.4% | $64,808-12.0% |
| Participation rate | 91.8% | 87.3%+4.5pp | 87.5%+4.3pp | 71.5%+20.3pp |
| Annual return | -15.34% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,290 | $4,010-42.9% | $6,166-62.9% | $2,506-8.6% |
| Participant deferral / active EE | $5,108 | $6,690-23.6% | $8,363-38.9% | $4,310+18.5% |
| Admin fee / account holder | $108 | $153-29.4% | $11,616-99.1% | $188-42.5% |