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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $16,363 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,345 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 | 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 | $57,620 | $65,376-11.9% | $87,100-33.8% | $65,185-11.6% |
| Participation rate | 87.3% | 75.3%+12.0pp | 76.9%+10.4pp | 70.2%+17.1pp |
| Annual return | 19.63% | 31.27%-11.6pp | 28.19%-8.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $665 | $1,822-63.5% | $2,521-73.6% | $2,177-69.4% |
| Participant deferral / active EE | $2,491 | $3,388-26.5% | $4,049-38.5% | $3,514-29.1% |
| Admin fee / account holder | $27 | $520-94.9% | $7,497-99.6% | $847-96.9% |