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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,995 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 41-1483314 | Other Services | $12,902 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,623 | $55,449-10.5% | $83,848-40.8% | $56,287-11.8% |
| Participation rate | 86.2% | 68.0%+18.2pp | 76.1%+10.0pp | 69.9%+16.3pp |
| Annual return | -4.22% | -1.38%-2.8pp | 850.88%-855.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,749 | $2,430-28.0% | $3,631-51.8% | $2,111-17.1% |
| Participant deferral / active EE | $3,483 | $2,935+18.7% | $4,082-14.7% | $3,350+4.0% |
| Admin fee / account holder | $107 | $656-83.6% | $5,478-98.0% | $521-79.4% |