See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,030 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
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 | $102,226 | $44,764+128.4% | $68,791+48.6% | $64,808+57.7% |
| Participation rate | 38.5% | 64.8%-26.2pp | 69.0%-30.5pp | 71.5%-32.9pp |
| Annual return | -13.92% | -10.91%-3.0pp | -6.38%-7.5pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,658 | $1,775-6.6% | $2,655-37.6% | $2,506-33.8% |
| Participant deferral / active EE | $1,971 | $3,238-39.1% | $3,941-50.0% | $4,310-54.3% |
| Admin fee / account holder | $213 | $151+40.5% | $4,932-95.7% | $188+13.2% |