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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,082 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $31,421 | $44,850-29.9% | $60,547-48.1% | $59,632-47.3% |
| Participation rate | 72.4% | 59.5%+13.0pp | 68.0%+4.5pp | 68.7%+3.8pp |
| Annual return | 1.71% | 1074.14%-1072.4pp | 335.64%-333.9pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $725 | $1,462-50.4% | $2,419-70.0% | $2,203-67.1% |
| Participant deferral / active EE | $4,114 | $2,230+84.5% | $3,328+23.6% | $3,192+28.9% |
| Admin fee / account holder | $21 | $3,635-99.4% | $4,536-99.5% | $4,297-99.5% |