See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,011 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $4,611 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,777 | $79,171-28.3% | $102,423-44.6% | $74,495-23.8% |
| Participation rate | 95.9% | 74.8%+21.1pp | 76.5%+19.4pp | 67.2%+28.7pp |
| Annual return | 12.34% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,860 | $2,362+21.0% | $3,023-5.4% | $2,623+9.0% |
| Participant deferral / active EE | $3,724 | $4,415-15.6% | $5,053-26.3% | $4,346-14.3% |
| Admin fee / account holder | $225 | $2,001-88.7% | $9,451-97.6% | $1,942-88.4% |