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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,489 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $9,133 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,996 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $33,438 | $28,416+17.7% | $73,545-54.5% | $69,631-52.0% |
| Participation rate | 82.7% | 38.3%+44.4pp | 54.9%+27.8pp | 70.7%+12.0pp |
| Annual return | 14.53% | -694.13%+708.7pp | -15.16%+29.7pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,152 | $430+167.6% | $1,219-5.5% | $2,032-43.3% |
| Participant deferral / active EE | $1,337 | $897+49.0% | $1,806-26.0% | $3,224-58.5% |
| Admin fee / account holder | $81 | $104-22.5% | $2,320-96.5% | $110-26.8% |