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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,090 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,218 | $71,883-31.5% | $86,677-43.2% | $68,494-28.1% |
| Participation rate | 81.5% | 72.2%+9.3pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -16.97% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,502 | $2,173-30.9% | $2,836-47.1% | $2,596-42.2% |
| Participant deferral / active EE | $3,640 | $3,779-3.7% | $4,656-21.8% | $4,027-9.6% |
| Admin fee / account holder | $123 | $6,112-98.0% | $7,493-98.4% | $5,403-97.7% |