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 7-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,533 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,263 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,376 | $140,940-67.8% | $112,229-59.6% | $139,434-67.5% |
| Participation rate | 95.0% | 79.2%+15.8pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 40.49% | 32.71%+7.8pp | 30.20%+10.3pp | 372.94%-332.4pp |
| Employer contribution / active EE | $3,201 | $4,283-25.3% | $3,430-6.7% | $4,751-32.6% |
| Participant deferral / active EE | $9,298 | $5,874+58.3% | $4,798+93.8% | $6,710+38.6% |
| Admin fee / account holder | $581 | $9,954-94.2% | $7,748-92.5% | $11,403-94.9% |