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 |
|---|---|---|
MSI FINANCIAL SERVICES INC.1+ years Filed as: MSI FINANCIAL SERVICES INC Service code 49 · EIN 13-3175978 | Other Services | $1,998 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,713 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,872 | $63,924+40.6% | $108,579-17.2% | $55,167+62.9% |
| Participation rate | 95.4% | 74.3%+21.0pp | 79.6%+15.8pp | 69.0%+26.4pp |
| Annual return | 7.37% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $550 | $1,879-70.7% | $3,758-85.4% | $1,963-72.0% |
| Participant deferral / active EE | $6,197 | $3,067+102.1% | $4,311+43.8% | $3,054+102.9% |
| Admin fee / account holder | $11 | $618-98.2% | $7,645-99.9% | $504-97.7% |