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 8-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 |
|---|---|---|
WEALTHPLAN ADVISORS LLC4+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $50,123 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, PL Service code 10 · EIN 86-0751928 | Accounting | $6,875 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,539 |
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 | $98,879 | $73,102+35.3% | $123,544-20.0% | $56,287+75.7% |
| Participation rate | 98.0% | 74.3%+23.7pp | 82.3%+15.7pp | 69.9%+28.1pp |
| Annual return | -6.96% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $6,530 | $2,977+119.4% | $4,628+41.1% | $2,111+209.4% |
| Participant deferral / active EE | $9,252 | $5,423+70.6% | $6,426+44.0% | $3,350+176.2% |
| Admin fee / account holder | $24 | $554-95.7% | $9,284-99.7% | $521-95.4% |