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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 49 · EIN 74-2794194 | Other Services | $20,716 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,567 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $3,449 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $89,841 | $155,795-42.3% | $136,294-34.1% | $69,631+29.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 18.76% | 232464.33%-232445.6pp | 5155.94%-5137.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $5,756 | $2,991+92.5% | $4,695+22.6% | $2,032+183.3% |
| Participant deferral / active EE | $8,364 | $5,394+55.1% | $6,247+33.9% | $3,224+159.5% |
| Admin fee / account holder | $35 | $128-72.4% | $9,243-99.6% | $110-68.0% |