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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,068 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,573 | $52,884+5.1% | $84,750-34.4% | $55,167+0.7% |
| Participation rate | 68.0% | 67.5%+0.5pp | 76.6%-8.6pp | 69.0%-1.0pp |
| Annual return | 8.44% | 18.03%-9.6pp | 22.78%-14.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $762 | $2,233-65.9% | $3,574-78.7% | $1,963-61.2% |
| Participant deferral / active EE | $2,997 | $2,644+13.4% | $3,712-19.3% | $3,054-1.9% |
| Admin fee / account holder | $90 | $581-84.5% | $5,332-98.3% | $504-82.2% |