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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,905 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $17,275 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,205 | $73,638-18.2% | $95,952-37.3% | $73,488-18.1% |
| Participation rate | 88.2% | 76.2%+12.0pp | 77.1%+11.1pp | 70.7%+17.5pp |
| Annual return | 11.95% | 16.78%-4.8pp | 91.61%-79.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $628 | $1,863-66.3% | $2,541-75.3% | $2,270-72.3% |
| Participant deferral / active EE | $2,493 | $3,617-31.1% | $4,167-40.2% | $3,740-33.3% |
| Admin fee / account holder | $379 | $482-21.4% | $6,795-94.4% | $513-26.1% |