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 | $39,130 |
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 | $32,684 | $46,292-29.4% | $143,757-77.3% | $64,808-49.6% |
| Participation rate | 65.4% | 64.2%+1.2pp | 80.3%-14.9pp | 71.5%-6.1pp |
| Annual return | -16.83% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $993 | $1,910-48.0% | $4,951-79.9% | $2,506-60.4% |
| Participant deferral / active EE | $2,201 | $2,646-16.8% | $5,637-61.0% | $4,310-48.9% |
| Admin fee / account holder | $99 | $154-35.7% | $14,673-99.3% | $188-47.4% |