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 |
|---|---|---|
EQUITY SERVICES INC3+ years Filed as: EQUITY SERVICES INC. Service code 27 | Advisory (Plan) | $36,812 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,261 |
Filed as: ATLANTIC PENSION SERVICES INC. Service code 49 · EIN 23-2942715 | Other Services | $7,538 |
EQUITY SERVICES INC3+ years Service code 27 · EIN 03-0221141 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $91,782 | $63,299+45.0% | $91,001+0.9% | $62,292+47.3% |
| Participation rate | 92.0% | 73.3%+18.7pp | 75.6%+16.4pp | 69.5%+22.5pp |
| Annual return | 17.66% | 20.99%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,109 | $1,807+16.7% | $2,456-14.1% | $2,042+3.3% |
| Participant deferral / active EE | $4,400 | $2,943+49.5% | $3,547+24.0% | $3,169+38.8% |
| Admin fee / account holder | $140 | $468-70.1% | $5,417-97.4% | $479-70.9% |