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 | $56,379 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,348 | $23,385+16.9% | $69,182-60.5% | $57,658-52.6% |
| Participation rate | 87.3% | 37.9%+49.4pp | 55.1%+32.2pp | 70.2%+17.1pp |
| Annual return | 9.92% | -659.34%+669.3pp | -21.93%+31.8pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,682 | $422+298.2% | $1,206+39.5% | $1,974-14.8% |
| Participant deferral / active EE | $2,183 | $843+159.0% | $1,897+15.1% | $3,061-28.7% |
| Admin fee / account holder | $159 | $82+93.9% | $2,697-94.1% | $95+68.5% |