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 | $33,400 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $12,501 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $11,437 |
STAFFORDSHIRE BENEFIT CONSULTING LL1 year Service code 13 · EIN 20-0116061 | Contract Administrator | $7,505 |
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 | $32,231 | $99,957-67.8% | $149,696-78.5% | $73,488-56.1% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.5%+11.6pp | 70.7%+23.4pp |
| Annual return | 18.79% | 53.87%-35.1pp | 276.60%-257.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,348 | $3,191-57.8% | $4,644-71.0% | $2,270-40.6% |
| Participant deferral / active EE | $5,350 | $6,073-11.9% | $6,842-21.8% | $3,740+43.1% |
| Admin fee / account holder | $201 | $551-63.6% | $9,309-97.8% | $513-60.9% |