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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,552 |
STRATOS WEALTH PARTNERS3 years Filed as: STRATOS WEALTH PARTNERS LTD Service code 27 · EIN 26-3574763 | Advisory (Plan) | $37,109 |
WEGMANN DAZET & COMPANY5 years Service code 10 · EIN 72-0870824 | Accounting | $9,238 |
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 20-1181458 | Contract Administrator | $6,220 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,559 | $98,750+30.2% | $149,696-14.1% | $79,858+61.0% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 11.50% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,609 | $3,216-50.0% | $4,644-65.4% | $2,471-34.9% |
| Participant deferral / active EE | $12,199 | $5,680+114.8% | $6,842+78.3% | $3,740+226.2% |
| Admin fee / account holder | $684 | $6,053-88.7% | $9,309-92.6% | $5,306-87.1% |