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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,436 |
S B H U LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 | Other Services | $32,019 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,280 | $78,483-16.8% | $106,201-38.5% | $74,546-12.4% |
| Participation rate | 87.3% | 72.8%+14.5pp | 75.3%+12.0pp | 67.2%+20.1pp |
| Annual return | 10.72% | 15.94%-5.2pp | 116.26%-105.5pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $1,132 | $2,522-55.1% | $3,170-64.3% | $2,624-56.9% |
| Participant deferral / active EE | $2,813 | $4,320-34.9% | $5,012-43.9% | $4,347-35.3% |
| Admin fee / account holder | $613 | $2,236-72.6% | $11,039-94.4% | $1,944-68.4% |