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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,236 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $62,426 |
WILSHIRE ASSOCIATES INCORPORATED3+ years 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,383 | $34,242+26.7% | $76,523-43.3% | $75,289-42.4% |
| Participation rate | 59.3% | 43.9%+15.4pp | 68.0%-8.7pp | 72.4%-13.1pp |
| Annual return | 11.84% | -0.98%+12.8pp | -0.27%+12.1pp | -0.04%+11.9pp |
| Employer contribution / active EE | $2,989 | $975+206.6% | $2,647+12.9% | $2,405+24.3% |
| Participant deferral / active EE | $5,598 | $1,872+198.9% | $3,835+45.9% | $3,739+49.7% |
| Admin fee / account holder | $163 | $112+45.8% | $4,848-96.6% | $102+59.5% |