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.2+ years Filed as: MSI FINANCIAL SERVICES INC Service code 49 · EIN 13-3175978 | Other Services | $1,545 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $1,334 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $680 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $103,010 | $71,192+44.7% | $117,854-12.6% | $62,292+65.4% |
| Participation rate | 93.4% | 74.2%+19.1pp | 79.7%+13.7pp | 69.5%+23.9pp |
| Annual return | 15.15% | 18.66%-3.5pp | 335.08%-319.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $606 | $1,934-68.6% | $3,786-84.0% | $2,042-70.3% |
| Participant deferral / active EE | $7,355 | $3,189+130.7% | $4,482+64.1% | $3,169+132.1% |
| Admin fee / account holder | $5 | $587-99.2% | $8,020-99.9% | $479-99.0% |