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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $20,005 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,620 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,654 | $65,061-34.4% | $143,757-70.3% | $66,914-36.3% |
| Participation rate | 70.8% | 65.2%+5.6pp | 80.3%-9.5pp | 69.8%+1.0pp |
| Annual return | -16.52% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $833 | $2,361-64.7% | $4,951-83.2% | $2,544-67.3% |
| Participant deferral / active EE | $3,821 | $2,919+30.9% | $5,637-32.2% | $4,237-9.8% |
| Admin fee / account holder | $29 | $502-94.3% | $14,673-99.8% | $593-95.2% |