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 |
|---|---|---|
FISHER INVESTMENTS1 year Service code 49 · EIN 20-2480800 | Other Services | $30,386 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,919 |
MONNIER & CO7+ years Service code 10 · EIN 34-1236295 | Accounting | $9,998 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,061 | $79,694-64.8% | $96,139-70.8% | $79,386-64.7% |
| Participation rate | 91.0% | 54.0%+37.0pp | 68.4%+22.6pp | 70.7%+20.3pp |
| Annual return | 14.65% | 40.84%-26.2pp | 191.94%-177.3pp | 116.85%-102.2pp |
| Employer contribution / active EE | $396 | $1,443-72.6% | $2,797-85.8% | $2,427-83.7% |
| Participant deferral / active EE | $3,057 | $2,539+20.4% | $4,349-29.7% | $4,046-24.4% |
| Admin fee / account holder | $359 | $630-43.0% | $5,537-93.5% | $626-42.7% |