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 |
|---|---|---|
GOODLANDER SWETT & RYBIC1 year Filed as: GOODLANDER SWETT RYBICKI Service code 10 · EIN 20-3618579 | Accounting | $6,875 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,818 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant 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 | $21,122 | $44,425-52.5% | $67,834-68.9% | $55,167-61.7% |
| Participation rate | 90.1% | 59.7%+30.4pp | 68.8%+21.3pp | 69.0%+21.1pp |
| Annual return | 5.30% | 17.80%-12.5pp | 138.47%-133.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,654 | $1,351+22.4% | $2,403-31.2% | $1,963-15.7% |
| Participant deferral / active EE | $635 | $2,166-70.7% | $3,160-79.9% | $3,054-79.2% |
| Admin fee / account holder | $65 | $530-87.7% | $4,622-98.6% | $504-87.0% |