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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 P.O. BOX 9394 · DESMOINES, IA 503069394 | Contract Administrator | $10,607 |
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 197 CLARENDON STREET · BOSTON, MA 021165010 | Other Services | $7,077 |
ASSOCIATED PENSION CONSULTANTS3+ years Service code 49 · EIN 11-3271022 6800 JERICHO TURNPIKE · SYOSSET, NY 11791 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,119 | $55,449+40.9% | $83,848-6.8% | $56,287+38.8% |
| Participation rate | 29.5% | 68.0%-38.5pp | 76.1%-46.6pp | 69.9%-40.3pp |
| Annual return | -5.73% | -1.38%-4.3pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,146 | $2,935+7.2% | $4,082-22.9% | $3,350-6.1% |
| Admin fee / account holder | $225 | $656-65.8% | $5,478-95.9% | $521-56.9% |