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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,936 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $8,535 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $8,404 |
Service code 49 · EIN 41-0973005 | Other Services | $6,550 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $65,803 | $84,936-22.5% | $111,297-40.9% | $79,386-17.1% |
| Participation rate | 90.8% | 75.9%+14.9pp | 77.3%+13.4pp | 70.7%+20.1pp |
| Annual return | 12.28% | 17.45%-5.2pp | 54.65%-42.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $678 | $1,979-65.7% | $2,731-75.2% | $2,427-72.1% |
| Participant deferral / active EE | $2,662 | $3,888-31.5% | $4,487-40.7% | $4,046-34.2% |
| Admin fee / account holder | $439 | $537-18.3% | $7,964-94.5% | $626-29.9% |