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 |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $39,669 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,439 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,903 | $45,000-60.2% | $143,757-87.5% | $77,904-77.0% |
| Participation rate | 41.4% | 66.8%-25.4pp | 80.3%-38.9pp | 73.7%-32.2pp |
| Annual return | -13.98% | 29.03%-43.0pp | -0.04%-13.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $227 | $1,870-87.8% | $4,951-95.4% | $2,848-92.0% |
| Participant deferral / active EE | $835 | $3,157-73.5% | $5,637-85.2% | $4,806-82.6% |
| Admin fee / account holder | $33 | $98-66.0% | $14,673-99.8% | $133-74.7% |