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 | $45,564 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $15,900 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,858 | $101,317-18.2% | $146,958-43.6% | $74,495+11.2% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 15.38% | 8730.91%-8715.5pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,314 | $3,810-13.0% | $4,933-32.8% | $2,623+26.3% |
| Participant deferral / active EE | $8,624 | $7,303+18.1% | $8,070+6.9% | $4,346+98.4% |
| Admin fee / account holder | $235 | $1,739-86.5% | $12,998-98.2% | $1,942-87.9% |