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: CETERA ADVISORS LLC Service code 49 · EIN 84-0858799 | Other Services | $8,168 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,338 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $51,852 | $80,753-35.8% | $136,294-62.0% | $62,292-16.8% |
| Participation rate | 71.2% | 73.5%-2.3pp | 81.9%-10.7pp | 69.5%+1.7pp |
| Annual return | 29.89% | 35.83%-5.9pp | 5155.94%-5126.0pp | 28.90%+1.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,004 | $5,164-3.1% | $6,247-19.9% | $3,169+57.9% |
| Admin fee / account holder | $40 | $525-92.4% | $9,243-99.6% | $479-91.6% |