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 9-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 |
|---|---|---|
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Direct payment from the plan; Recordk... | $18,991 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,723 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $194,324 | $52,293+271.6% | $178,490+8.9% | $73,409+164.7% |
| Participation rate | 94.7% | 65.3%+29.4pp | 81.9%+12.8pp | 72.2%+22.5pp |
| Annual return | 14.04% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $4,952 | $1,735+185.4% | $5,011-1.2% | $2,234+121.7% |
| Participant deferral / active EE | $4,064 | $2,332+74.3% | $5,202-21.9% | $3,805+6.8% |
| Admin fee / account holder | $78 | $127-38.9% | $13,984-99.4% | $158-50.8% |