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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,777 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH PARTNERS LTD Service code 27 · EIN 26-3574763 | Advisory (Plan) | $29,308 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,121 | $73,102+5.5% | $123,544-37.6% | $56,287+37.0% |
| Participation rate | 96.1% | 74.3%+21.8pp | 82.3%+13.8pp | 69.9%+26.2pp |
| Annual return | -5.77% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,847 | $2,977-38.0% | $4,628-60.1% | $2,111-12.5% |
| Participant deferral / active EE | $8,757 | $5,423+61.5% | $6,426+36.3% | $3,350+161.4% |
| Admin fee / account holder | $444 | $554-19.9% | $9,284-95.2% | $521-14.9% |