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 |
|---|---|---|
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $7,203 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,835 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,761 | $43,504-54.6% | $68,793-71.3% | $56,287-64.9% |
| Participation rate | 86.9% | 67.8%+19.0pp | 72.2%+14.6pp | 69.9%+17.0pp |
| Annual return | -2.79% | -3.15%+0.4pp | -4.63%+1.8pp | -9.96%+7.2pp |
| Employer contribution / active EE | $277 | $1,525-81.8% | $2,625-89.4% | $2,111-86.9% |
| Participant deferral / active EE | $1,668 | $2,509-33.5% | $3,311-49.6% | $3,350-50.2% |
| Admin fee / account holder | $12 | $515-97.6% | $5,131-99.8% | $521-97.7% |