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 | $62,242 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,088 |
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 | $72,157 | $82,978-13.0% | $129,995-44.5% | $71,457+1.0% |
| Participation rate | 98.9% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.0pp |
| Annual return | 14.41% | 20.60%-6.2pp | -137.18%+151.6pp | 28.85%-14.4pp |
| Employer contribution / active EE | $5,130 | $2,622+95.7% | $4,320+18.8% | $2,588+98.2% |
| Participant deferral / active EE | $6,898 | $4,432+55.7% | $5,820+18.5% | $4,289+60.8% |
| Admin fee / account holder | $274 | $1,729-84.1% | $10,614-97.4% | $1,587-82.7% |