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 | $29,083 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,583 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,573 | $54,229+13.5% | $70,092-12.2% | $68,494-10.1% |
| Participation rate | 70.4% | 64.5%+5.9pp | 70.5%-0.1pp | 67.9%+2.5pp |
| Annual return | -13.98% | -13.87%-0.1pp | 190.73%-204.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,025 | $2,018+0.3% | $2,559-20.9% | $2,596-22.0% |
| Participant deferral / active EE | $4,419 | $2,956+49.5% | $3,849+14.8% | $4,027+9.7% |
| Admin fee / account holder | $335 | $4,694-92.9% | $6,267-94.7% | $5,403-93.8% |