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 |
|---|---|---|
TAYLOR SECURITIES2 years Filed as: TAYLOR, SIDNEY K. Service code 49 4900 COX RD STE 170 · GLEN ALLEN, VA 230606507 | Other Services | $41,264 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,201 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,095 | $100,801+18.1% | $149,696-20.4% | $73,409+62.2% |
| Participation rate | 81.6% | 77.7%+4.0pp | 82.5%-0.8pp | 72.2%+9.5pp |
| Annual return | 16.93% | 265.34%-248.4pp | 276.60%-259.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,752 | $3,312-47.1% | $4,644-62.3% | $2,234-21.6% |
| Participant deferral / active EE | $5,457 | $6,404-14.8% | $6,842-20.2% | $3,805+43.4% |
| Admin fee / account holder | $64 | $181-64.7% | $9,309-99.3% | $158-59.6% |