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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $98,465 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,941 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $47,045 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,668 | $70,106-6.3% | $80,975-18.9% | $63,975+2.6% |
| Participation rate | 98.3% | 79.4%+19.0pp | 75.8%+22.5pp | 71.1%+27.2pp |
| Annual return | 10.99% | 13.93%-2.9pp | 17.10%-6.1pp | 48.65%-37.7pp |
| Employer contribution / active EE | $2,116 | $2,042+3.7% | $3,714-43.0% | $2,182-3.0% |
| Participant deferral / active EE | $6,722 | $5,245+28.2% | $5,696+18.0% | $3,356+100.3% |
| Admin fee / account holder | $39 | $57-32.4% | $5,516-99.3% | $70-45.3% |