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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,393 |
WILSHIRE ASSOCIATES INCORPORATED3+ years 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,193 | $31,424+113.8% | $81,478-17.5% | $69,631-3.5% |
| Participation rate | 57.7% | 50.8%+6.8pp | 68.0%-10.3pp | 70.7%-13.0pp |
| Annual return | 20.96% | 22.44%-1.5pp | 38.78%-17.8pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $672 | $1,029-34.7% | $2,568-73.8% | $2,032-66.9% |
| Participant deferral / active EE | $3,725 | $1,838+102.7% | $3,537+5.3% | $3,224+15.6% |
| Admin fee / account holder | $4 | $103-96.1% | $4,561-99.9% | $110-96.4% |