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 |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC1+ years Service code 27 · EIN 46-5319173 | Advisory (Plan) | $23,341 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,466 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 | $52,262 | $57,108-8.5% | $94,224-44.5% | $52,331-0.1% |
| Participation rate | 89.5% | 72.9%+16.6pp | 78.8%+10.7pp | 68.1%+21.4pp |
| Annual return | -0.13% | 1.47%-1.6pp | 10.68%-10.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $652 | $1,735-62.4% | $3,587-81.8% | $1,882-65.3% |
| Participant deferral / active EE | $4,557 | $3,040+49.9% | $4,320+5.5% | $3,022+50.8% |
| Admin fee / account holder | $14 | $546-97.4% | $6,269-99.8% | $592-97.6% |