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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,987 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,972 | $92,224+168.9% | $105,223+135.7% | $79,634+211.4% |
| Participation rate | 67.6% | 69.2%-1.6pp | 75.0%-7.5pp | 62.5%+5.1pp |
| Annual return | 12.69% | 88.65%-76.0pp | 180.65%-168.0pp | 36.46%-23.8pp |
| Employer contribution / active EE | $6,288 | $3,965+58.6% | $3,689+70.5% | $2,529+148.6% |
| Participant deferral / active EE | $8,400 | $3,834+119.1% | $5,072+65.6% | $3,835+119.1% |
| Admin fee / account holder | $66 | $1,121-94.1% | $8,859-99.3% | $1,002-93.4% |