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 | $204,917 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $69,443 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,195 | $65,946+199.0% | $81,783+141.1% | $77,671+153.9% |
| Participation rate | 97.8% | 65.8%+32.0pp | 72.4%+25.5pp | 70.6%+27.2pp |
| Annual return | 14.84% | 26.65%-11.8pp | 775.05%-760.2pp | 31.21%-16.4pp |
| Employer contribution / active EE | $15,841 | $2,371+568.0% | $2,913+443.9% | $2,726+481.0% |
| Participant deferral / active EE | $7,232 | $3,507+106.2% | $4,320+67.4% | $4,648+55.6% |
| Admin fee / account holder | $561 | $527+6.6% | $7,380-92.4% | $430+30.4% |