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 LLC2+ years Service code 27 · EIN 46-5319173 | Advisory (Plan) | $15,738 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,707 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,142 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $60,403 | $63,924-5.5% | $108,579-44.4% | $55,167+9.5% |
| Participation rate | 89.7% | 74.3%+15.3pp | 79.6%+10.1pp | 69.0%+20.7pp |
| Annual return | 11.61% | 15.31%-3.7pp | -51.70%+63.3pp | 169.23%-157.6pp |
| Employer contribution / active EE | $925 | $1,879-50.8% | $3,758-75.4% | $1,963-52.9% |
| Participant deferral / active EE | $5,176 | $3,067+68.8% | $4,311+20.1% | $3,054+69.5% |
| Admin fee / account holder | $17 | $618-97.2% | $7,645-99.8% | $504-96.6% |