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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,741 |
DARDIS, TIMOTHY M.2+ years Service code 49 · EIN 50-4840711 101 W 69TH ST. STE 200 · SIOUX FALLS, SD 57108 | Other Services | $6,276 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,687 | $36,916-60.2% | $156,549-90.6% | $57,658-74.5% |
| Participation rate | 46.4% | 63.4%-17.0pp | 84.0%-37.6pp | 70.2%-23.8pp |
| Annual return | 4.75% | 12.38%-7.6pp | 32.23%-27.5pp | 5.13%-0.4pp |
| Employer contribution / active EE | $234 | $1,571-85.1% | $5,501-95.7% | $1,974-88.1% |
| Participant deferral / active EE | $791 | $1,926-58.9% | $4,871-83.8% | $3,061-74.2% |
| Admin fee / account holder | $36 | $82-56.5% | $13,027-99.7% | $95-62.1% |