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 LLC6+ years Service code 49 · EIN 74-2794194 | Other Services | $10,833 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,430 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,149 | $100,801+39.0% | $149,696-6.4% | $73,409+90.9% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.5%+15.3pp | 72.2%+25.6pp |
| Annual return | 17.50% | 265.34%-247.8pp | 276.60%-259.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $6,912 | $3,312+108.7% | $4,644+48.8% | $2,234+209.4% |
| Participant deferral / active EE | $10,259 | $6,404+60.2% | $6,842+50.0% | $3,805+169.6% |
| Admin fee / account holder | $18 | $181-90.0% | $9,309-99.8% | $158-88.5% |