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 | $10,802 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,896 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,311 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,547 | $61,156-23.9% | $185,823-75.0% | $79,386-41.4% |
| Participation rate | 48.6% | 66.6%-18.0pp | 81.7%-33.1pp | 70.7%-22.1pp |
| Annual return | 16.57% | 19.45%-2.9pp | 122.05%-105.5pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,666 | $2,321-28.2% | $5,167-67.8% | $2,427-31.4% |
| Participant deferral / active EE | $3,352 | $2,789+20.2% | $5,568-39.8% | $4,046-17.1% |
| Admin fee / account holder | $91 | $710-87.2% | $16,237-99.4% | $626-85.5% |