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 |
|---|---|---|
MONNIER & CO4+ years Service code 10 · EIN 34-1236295 | Accounting | $9,100 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,922 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,286 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,128 | $33,067-36.1% | $76,523-72.4% | $56,287-62.5% |
| Participation rate | 84.2% | 55.4%+28.8pp | 68.0%+16.2pp | 69.9%+14.3pp |
| Annual return | -4.59% | 2.72%-7.3pp | -0.27%-4.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,249 | $2,240+0.4% | $3,835-41.4% | $3,350-32.9% |
| Admin fee / account holder | $96 | $537-82.1% | $4,848-98.0% | $521-81.5% |