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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,977 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $4,609 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,628 | $93,131-27.4% | $106,548-36.5% | $86,799-22.1% |
| Participation rate | 98.5% | 81.4%+17.1pp | 76.1%+22.4pp | 72.3%+26.3pp |
| Annual return | 14.99% | 19.45%-4.5pp | 26.80%-11.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $4,008 | $2,895+38.4% | $2,819+42.2% | $2,405+66.6% |
| Participant deferral / active EE | $3,716 | $4,708-21.1% | $4,398-15.5% | $4,131-10.1% |
| Admin fee / account holder | $358 | $145+146.5% | $7,407-95.2% | $170+110.9% |