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 |
|---|---|---|
VSR FINANCIAL SERVICES INC2+ years Service code 49 · EIN 43-1302302 | Other Services | $22,520 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,827 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,776 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $56,100 | $36,916+52.0% | $156,549-64.2% | $57,658-2.7% |
| Participation rate | 82.6% | 63.4%+19.1pp | 84.0%-1.4pp | 70.2%+12.4pp |
| Annual return | 5.46% | 12.38%-6.9pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,921 | $1,926+51.7% | $4,871-40.0% | $3,061-4.6% |
| Admin fee / account holder | $9 | $82-89.0% | $13,027-99.9% | $95-90.4% |