See peer percentile detail. $4.99 for your first month.
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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,717 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,865 | $80,968-18.7% | $96,544-31.8% | $75,163-12.4% |
| Participation rate | 87.8% | 71.8%+16.1pp | 76.0%+11.9pp | 67.2%+20.6pp |
| Annual return | 18.96% | 27.06%-8.1pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,578 | $2,282-30.9% | $2,965-46.8% | $2,670-40.9% |
| Participant deferral / active EE | $4,683 | $3,928+19.2% | $4,851-3.5% | $4,125+13.5% |
| Admin fee / account holder | $153 | $6,724-97.7% | $8,252-98.2% | $5,651-97.3% |