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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,048 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,280 |
Filed as: WILSHIRE ASSOCIATES INCOPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,543 | $85,202-51.2% | $172,739-76.0% | $72,985-43.1% |
| Participation rate | 60.5% | 70.1%-9.6pp | 82.6%-22.2pp | 69.5%-9.0pp |
| Annual return | 21.50% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,559 | $3,324-53.1% | $5,143-69.7% | $2,440-36.1% |
| Participant deferral / active EE | $3,844 | $3,260+17.9% | $5,198-26.0% | $3,607+6.6% |
| Admin fee / account holder | $37 | $5,884-99.4% | $13,954-99.7% | $5,124-99.3% |