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) | $19,222 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,126 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $63,118 | $63,1140% | $92,893-32.1% | $65,185-3.2% |
| Participation rate | 77.6% | 68.8%+8.8pp | 76.0%+1.6pp | 70.2%+7.4pp |
| Annual return | 8.30% | 28.75%-20.4pp | 109.41%-101.1pp | 29.38%-21.1pp |
| Employer contribution / active EE | $1,957 | $2,571-23.9% | $3,653-46.4% | $2,177-10.1% |
| Participant deferral / active EE | $2,787 | $3,108-10.3% | $4,236-34.2% | $3,514-20.7% |
| Admin fee / account holder | $40 | $624-93.6% | $5,794-99.3% | $847-95.3% |