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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,701 |
Filed as: PRINCIPAL SECURITES INC Service code 49 | Other Services | $5,428 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,657 | $65,061-80.5% | $143,757-91.2% | $66,914-81.1% |
| Participation rate | 88.4% | 65.2%+23.2pp | 80.3%+8.1pp | 69.8%+18.6pp |
| Annual return | -17.87% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $872 | $2,361-63.0% | $4,951-82.4% | $2,544-65.7% |
| Participant deferral / active EE | $2,255 | $2,919-22.7% | $5,637-60.0% | $4,237-46.8% |
| Admin fee / account holder | $106 | $502-78.9% | $14,673-99.3% | $593-82.1% |