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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,798 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 49 · EIN 93-0987232 | Other Services | $25,238 |
ASSOCIATED PENSION CONSULTANTS10+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $10,993 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,798 | $89,436+3.8% | $164,813-43.7% | $77,643+19.5% |
| Participation rate | 99.1% | 78.6%+20.5pp | 78.6%+20.5pp | 70.6%+28.5pp |
| Annual return | 14.27% | 28.83%-14.6pp | 69.93%-55.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,311 | $2,569-10.0% | $4,341-46.8% | $2,726-15.2% |
| Participant deferral / active EE | $6,766 | $4,897+38.2% | $6,031+12.2% | $4,647+45.6% |
| Admin fee / account holder | $250 | $339-26.3% | $12,690-98.0% | $430-41.8% |