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 9-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J P MORGAN SECURITIES LLC Service code 49 · EIN 13-3299429 | Other Services | $9,398 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,527 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,557 | $44,229+102.5% | $155,790-42.5% | $55,191+62.3% |
| Participation rate | 32.7% | 60.8%-28.2pp | 76.1%-43.4pp | 69.2%-36.5pp |
| Annual return | 4.43% | 0.37%+4.1pp | 71.54%-67.1pp | 10.78%-6.3pp |
| Employer contribution / active EE | $888 | $1,317-32.6% | $3,836-76.9% | $1,899-53.3% |
| Participant deferral / active EE | $1,655 | $2,851-42.0% | $4,797-65.5% | $3,046-45.7% |
| Admin fee / account holder | $46 | $86-46.9% | $7,478-99.4% | $91-49.6% |