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 |
|---|---|---|
Service code 27 · EIN 47-2674388 | Advisory (Plan) | $30,464 |
UNION SPECIAL LLC5 years Filed as: UNION SPECIAL, LLC Service code 13 · EIN 26-2167565 | Contract Administrator | $12,358 |
BKD, LLP6+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $9,800 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,056 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,418 | $73,638+54.0% | $95,952+18.2% | $73,488+54.3% |
| Participation rate | 82.7% | 76.2%+6.5pp | 77.1%+5.6pp | 70.7%+12.0pp |
| Annual return | 10.75% | 16.78%-6.0pp | 91.61%-80.9pp | 28.51%-17.8pp |
| Employer contribution / active EE | $176 | $1,863-90.6% | $2,541-93.1% | $2,270-92.2% |
| Participant deferral / active EE | $3,058 | $3,617-15.5% | $4,167-26.6% | $3,740-18.2% |
| Admin fee / account holder | $465 | $482-3.6% | $6,795-93.2% | $513-9.4% |