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 | $11,315 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,825 |
Filed as: LINCOLN NATIONAL CORPERATION Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | 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 | $46,844 | $65,061-28.0% | $143,757-67.4% | $66,914-30.0% |
| Participation rate | 49.5% | 65.2%-15.6pp | 80.3%-30.8pp | 69.8%-20.3pp |
| Annual return | -9.12% | -11.14%+2.0pp | -0.04%-9.1pp | 1.58%-10.7pp |
| Employer contribution / active EE | $1,566 | $2,361-33.7% | $4,951-68.4% | $2,544-38.5% |
| Participant deferral / active EE | $3,687 | $2,919+26.3% | $5,637-34.6% | $4,237-13.0% |
| Admin fee / account holder | $64 | $502-87.3% | $14,673-99.6% | $593-89.2% |