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 7-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 | $146,272 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 49 · EIN 23-0731260 | Other Services | $38,175 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $8,275 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,962 | $42,886-46.5% | $88,946-74.2% | $85,563-73.2% |
| Participation rate | 64.0% | 37.9%+26.0pp | 68.8%-4.9pp | 66.0%-2.0pp |
| Annual return | 19.99% | 44.56%-24.6pp | 57.82%-37.8pp | 31.51%-11.5pp |
| Employer contribution / active EE | $351 | $1,147-69.4% | $2,555-86.3% | $2,654-86.8% |
| Participant deferral / active EE | $3,715 | $2,108+76.2% | $4,581-18.9% | $4,375-15.1% |
| Admin fee / account holder | $298 | $2,263-86.8% | $8,261-96.4% | $834-64.3% |