See peer percentile detail. $4.99 for your first month.
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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 | $108,833 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,164 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $50,784 | $95,274-46.7% | $135,903-62.6% | $74,419-31.8% |
| Participation rate | 85.2% | 78.2%+7.0pp | 81.9%+3.3pp | 70.7%+14.4pp |
| Annual return | 17.79% | 32.77%-15.0pp | 68.23%-50.4pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,609 | $3,874-32.7% | $4,856-46.3% | $2,637-1.1% |
| Participant deferral / active EE | $7,929 | $7,782+1.9% | $7,758+2.2% | $4,528+75.1% |
| Admin fee / account holder | $292 | $266+9.7% | $10,762-97.3% | $348-16.1% |