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 13 · EIN 42-0127290 | Contract Administrator | $57,553 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,770 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,904 | $86,655-27.4% | $119,609-47.4% | $66,914-6.0% |
| Participation rate | 98.2% | 75.6%+22.7pp | 79.3%+19.0pp | 69.8%+28.4pp |
| Annual return | -15.49% | -8.00%-7.5pp | -14.97%-0.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,929 | $2,536+94.4% | $4,232+16.5% | $2,544+93.7% |
| Participant deferral / active EE | $7,928 | $4,358+81.9% | $5,602+41.5% | $4,237+87.1% |
| Admin fee / account holder | $270 | $755-64.2% | $10,323-97.4% | $593-54.5% |