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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714352 | Accounting | $11,327 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $892 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | 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 | $75,662 | $89,739-15.7% | $149,718-49.5% | $62,292+21.5% |
| Participation rate | 94.4% | 85.1%+9.3pp | 87.1%+7.4pp | 69.5%+24.9pp |
| Annual return | 16.33% | 21.01%-4.7pp | 1501.63%-1485.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,261 | $3,233-61.0% | $5,445-76.8% | $2,042-38.3% |
| Participant deferral / active EE | $4,093 | $4,797-14.7% | $6,569-37.7% | $3,169+29.2% |
| Admin fee / account holder | $89 | $551-83.8% | $11,283-99.2% | $479-81.4% |