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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,485 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $8,260 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $3,660 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $30,777 | $23,385+31.6% | $69,182-55.5% | $57,658-46.6% |
| Participation rate | 83.9% | 37.9%+45.9pp | 55.1%+28.7pp | 70.2%+13.6pp |
| Annual return | 7.06% | -659.34%+666.4pp | -21.93%+29.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,064 | $422+151.9% | $1,206-11.8% | $1,974-46.1% |
| Participant deferral / active EE | $1,337 | $843+58.6% | $1,897-29.5% | $3,061-56.3% |
| Admin fee / account holder | $79 | $82-3.7% | $2,697-97.1% | $95-16.4% |