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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $761 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,206 | $43,423-74.2% | $78,689-85.8% | $55,167-79.7% |
| Participation rate | 88.6% | 68.0%+20.6pp | 73.6%+15.0pp | 69.0%+19.6pp |
| Annual return | 6.25% | 11.53%-5.3pp | 62.18%-55.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $343 | $1,997-82.8% | $2,851-88.0% | $1,963-82.5% |
| Participant deferral / active EE | $1,305 | $2,509-48.0% | $3,517-62.9% | $3,054-57.3% |
| Admin fee / account holder | $7 | $416-98.4% | $4,510-99.8% | $504-98.6% |