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 | $41,902 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $24,633 |
CARROLL & COOK1 year Service code 10 · EIN 59-2206283 | Accounting | $5,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,755 | $155,795-87.3% | $136,294-85.5% | $69,631-71.6% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 70.7%+21.9pp |
| Annual return | 19.24% | 232464.33%-232445.1pp | 5155.94%-5136.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $464 | $2,991-84.5% | $4,695-90.1% | $2,032-77.1% |
| Participant deferral / active EE | $2,911 | $5,394-46.0% | $6,247-53.4% | $3,224-9.7% |
| Admin fee / account holder | $80 | $128-38.0% | $9,243-99.1% | $110-28.0% |