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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,773 |
EDWARD JONES7+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,612 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $35,077 | $59,263-40.8% | $96,562-63.7% | $79,386-55.8% |
| Participation rate | 97.2% | 61.9%+35.3pp | 69.8%+27.3pp | 70.7%+26.5pp |
| Annual return | 12.97% | 27.07%-14.1pp | 37.78%-24.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,884 | $1,216+55.0% | $2,356-20.1% | $2,427-22.4% |
| Participant deferral / active EE | $2,319 | $2,948-21.3% | $3,849-39.7% | $4,046-42.7% |
| Admin fee / account holder | $261 | $658-60.3% | $6,181-95.8% | $626-58.3% |