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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,989 |
SOBEL AND CO LLC CPA1 year Filed as: SOBEL & CO, LLC Service code 10 · EIN 22-1430039 | Accounting | $15,900 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $107,996 | $49,138+119.8% | $84,015+28.5% | $65,185+65.7% |
| Participation rate | 97.2% | 60.7%+36.5pp | 69.0%+28.2pp | 70.2%+27.0pp |
| Annual return | 19.05% | 23.00%-3.9pp | 71.31%-52.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,666 | $914+82.3% | $1,983-16.0% | $2,177-23.5% |
| Participant deferral / active EE | $5,111 | $2,397+113.2% | $3,239+57.8% | $3,514+45.5% |
| Admin fee / account holder | $186 | $543-65.8% | $6,101-97.0% | $847-78.0% |