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 8-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,785 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $201,555 | $71,802+180.7% | $133,980+50.4% | $57,658+249.6% |
| Participation rate | 96.0% | 85.5%+10.5pp | 87.1%+8.9pp | 70.2%+25.7pp |
| Annual return | 9.87% | 13.51%-3.6pp | 29.30%-19.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $6,521 | $3,161+106.3% | $5,211+25.1% | $1,974+230.4% |
| Participant deferral / active EE | $8,073 | $4,606+75.3% | $6,282+28.5% | $3,061+163.8% |
| Admin fee / account holder | $237 | $88+170.1% | $9,324-97.5% | $95+150.5% |