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 5-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,189 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,846 | $70,428-96.0% | $96,562-97.1% | $85,850-96.7% |
| Participation rate | 87.8% | 61.8%+26.0pp | 69.8%+18.0pp | 69.3%+18.5pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,732 | $2,894-5.6% | $3,849-29.0% | $3,952-30.9% |
| Admin fee / account holder | $26 | $4,997-99.5% | $6,181-99.6% | $6,260-99.6% |