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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $16,264 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,340 |
STROTHMAN AND COMPANY1 year Service code 10 · EIN 61-1191655 | Accounting | $5,902 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $83,596 | $34,677+141.1% | $77,024+8.5% | $64,808+29.0% |
| Participation rate | 96.2% | 49.8%+46.4pp | 67.9%+28.3pp | 71.5%+24.8pp |
| Annual return | -15.37% | -5.33%-10.0pp | 42.32%-57.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,533 | $1,370+84.9% | $2,812-9.9% | $2,506+1.1% |
| Participant deferral / active EE | $7,970 | $2,556+211.8% | $4,426+80.1% | $4,310+84.9% |
| Admin fee / account holder | $26 | $179-85.2% | $5,425-99.5% | $188-85.9% |