See peer percentile detail. $4.99 for your first month.
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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,619 |
Service code 49 · EIN 52-2114207 | Other Services | $10,863 |
AMERICAS 401K, INC.2 years Filed as: AMERICAS 401K INC Service code 13 · EIN 75-2261114 | Contract Administrator | $8,005 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,867 | $44,059-64.0% | $71,671-77.9% | $69,631-77.2% |
| Participation rate | 33.2% | 60.8%-27.6pp | 68.7%-35.6pp | 70.7%-37.5pp |
| Annual return | 16.26% | 21.97%-5.7pp | 20.65%-4.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $912 | $1,305-30.1% | $2,460-62.9% | $2,032-55.1% |
| Participant deferral / active EE | $1,403 | $2,370-40.8% | $3,438-59.2% | $3,224-56.5% |
| Admin fee / account holder | $130 | $108+21.2% | $5,558-97.7% | $110+18.2% |