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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,170 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 49 · EIN 74-2794194 | Other Services | $9,893 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $2,159 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $114,131 | $88,122+29.5% | $141,162-19.1% | $67,579+68.9% |
| Participation rate | 96.3% | 76.5%+19.9pp | 82.5%+13.9pp | 71.3%+25.1pp |
| Annual return | 24.01% | 75.40%-51.4pp | 71.39%-47.4pp | 378.56%-354.5pp |
| Employer contribution / active EE | $6,101 | $3,224+89.2% | $4,735+28.9% | $2,148+184.1% |
| Participant deferral / active EE | $9,151 | $5,958+53.6% | $6,709+36.4% | $3,539+158.6% |
| Admin fee / account holder | $28 | $131-78.9% | $10,261-99.7% | $142-80.6% |