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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,112 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $6,159 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $59,853 | $81,908-26.9% | $90,749-34.0% | $64,808-7.6% |
| Participation rate | 97.7% | 80.5%+17.3pp | 75.7%+22.0pp | 71.5%+26.3pp |
| Annual return | -15.70% | -12.53%-3.2pp | -12.16%-3.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,972 | $3,065+62.2% | $2,921+70.2% | $2,506+98.4% |
| Participant deferral / active EE | $4,300 | $4,840-11.2% | $4,564-5.8% | $4,310-0.2% |
| Admin fee / account holder | $286 | $157+82.0% | $8,445-96.6% | $188+52.3% |