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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,910 |
SOBEL AND CO LLC CPA4 years Filed as: SOBEL & CO, LLC Service code 10 · EIN 22-1430039 | Accounting | $18,000 |
Filed as: WILSHIRE ADVISORS LLC 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 | $151,462 | $59,805+153.3% | $79,550+90.4% | $68,494+121.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.11% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,108 | $1,505+40.1% | $2,413-12.6% | $2,596-18.8% |
| Participant deferral / active EE | $8,329 | $3,024+175.4% | $3,985+109.0% | $4,027+106.8% |
| Admin fee / account holder | $279 | $4,835-94.2% | $6,832-95.9% | $5,403-94.8% |