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 |
|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 49 · EIN 52-2114207 | Other Services | $24,245 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,313 |
Filed as: WILSHIRE ADVISORS LLC 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 | $145,038 | $101,317+43.2% | $146,958-1.3% | $74,495+94.7% |
| Participation rate | 62.3% | 75.5%-13.2pp | 82.2%-19.8pp | 67.2%-4.9pp |
| Annual return | 17.36% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,991 | $3,810-47.8% | $4,933-59.6% | $2,623-24.1% |
| Participant deferral / active EE | $5,366 | $7,303-26.5% | $8,070-33.5% | $4,346+23.5% |
| Admin fee / account holder | $80 | $1,739-95.4% | $12,998-99.4% | $1,942-95.9% |