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 | $92,768 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,793 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,131 | $82,202-56.0% | $125,339-71.2% | $64,808-44.2% |
| Participation rate | 85.9% | 77.9%+8.1pp | 82.4%+3.6pp | 71.5%+14.5pp |
| Annual return | -14.54% | 3.48%-18.0pp | 572.05%-586.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,929 | $3,615-46.6% | $4,814-59.9% | $2,506-23.0% |
| Participant deferral / active EE | $6,749 | $7,175-5.9% | $7,446-9.4% | $4,310+56.6% |
| Admin fee / account holder | $228 | $163+39.6% | $10,010-97.7% | $188+21.4% |