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 3-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 | $56,787 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,480 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,901 | $31,741-87.7% | $56,441-93.1% | $199,768-98.0% |
| Participation rate | 87.7% | 32.3%+55.3pp | 52.5%+35.2pp | 72.0%+15.7pp |
| Annual return | 47.56% | 14.72%+32.8pp | 1704.21%-1656.7pp | 34.26%+13.3pp |
| Employer contribution / active EE | $249 | $508-51.0% | $1,039-76.1% | $3,037-91.8% |
| Participant deferral / active EE | $1,226 | $1,184+3.5% | $1,953-37.2% | $5,090-75.9% |
| Admin fee / account holder | $47 | $426-89.0% | $2,829-98.3% | $269-82.5% |