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 5-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 |
|---|---|---|
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,235 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,070 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $42,345 | $84,487-49.9% | $125,339-66.2% | $66,914-36.7% |
| Participation rate | 91.8% | 76.4%+15.4pp | 82.4%+9.5pp | 69.8%+22.0pp |
| Annual return | -12.45% | -8.39%-4.1pp | 572.05%-584.5pp | 1.58%-14.0pp |
| Employer contribution / active EE | $4,862 | $3,553+36.8% | $4,814+1.0% | $2,544+91.1% |
| Participant deferral / active EE | $9,753 | $6,781+43.8% | $7,446+31.0% | $4,237+130.2% |
| Admin fee / account holder | $53 | $685-92.2% | $10,010-99.5% | $593-91.0% |