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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,627 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,342 | $55,453-72.3% | $170,442-91.0% | $62,292-75.4% |
| Participation rate | 62.5% | 66.4%-3.9pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 17.71% | 21.38%-3.7pp | 205.93%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $447 | $2,164-79.3% | $5,433-91.8% | $2,042-78.1% |
| Participant deferral / active EE | $999 | $2,303-56.6% | $4,939-79.8% | $3,169-68.5% |
| Admin fee / account holder | $93 | $455-79.7% | $13,880-99.3% | $479-80.7% |