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 | $24,912 |
SOBEL AND CO LLC CPA2 years Filed as: SOBEL & CO, LLC Service code 10 · EIN 22-1430039 | Accounting | $17,490 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 | $132,811 | $65,041+104.2% | $90,951+46.0% | $79,858+66.3% |
| Participation rate | 99.0% | 61.6%+37.4pp | 69.0%+29.9pp | 69.6%+29.3pp |
| Annual return | 14.40% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,823 | $1,247+46.2% | $2,122-14.1% | $2,471-26.2% |
| Participant deferral / active EE | $5,721 | $2,512+127.8% | $3,373+69.6% | $3,740+53.0% |
| Admin fee / account holder | $201 | $4,536-95.6% | $5,959-96.6% | $5,306-96.2% |