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 13 · EIN 42-0127290 | Contract Administrator | $125,228 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $62,046 |
OMNIA PARATUS LLC1 year Service code 13 · EIN 92-1123026 | Contract Administrator | $25,484 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,954 | $29,546-12.2% | $56,441-54.0% | $77,671-66.6% |
| Participation rate | 96.9% | 32.7%+64.2pp | 52.5%+44.4pp | 70.6%+26.3pp |
| Annual return | 19.50% | 19.01%+0.5pp | 1704.21%-1684.7pp | 31.21%-11.7pp |
| Employer contribution / active EE | $2,307 | $568+306.0% | $1,039+122.0% | $2,726-15.4% |
| Participant deferral / active EE | $4,994 | $1,061+370.8% | $1,953+155.7% | $4,648+7.5% |
| Admin fee / account holder | $228 | $1,046-78.2% | $2,829-91.9% | $430-47.1% |