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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,058 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,666 |
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 | $50,452 | $76,050-33.7% | $96,544-47.7% | $71,457-29.4% |
| Participation rate | 96.5% | 74.4%+22.1pp | 76.0%+20.6pp | 67.9%+28.6pp |
| Annual return | 15.80% | 22.81%-7.0pp | 25.84%-10.0pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,397 | $2,244+6.8% | $2,965-19.2% | $2,588-7.4% |
| Participant deferral / active EE | $3,374 | $4,215-20.0% | $4,851-30.4% | $4,289-21.3% |
| Admin fee / account holder | $186 | $2,707-93.1% | $8,252-97.8% | $1,587-88.3% |