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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,177 |
EDWARD JONES7+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $35,172 |
QUALIFIED PLANS, LLC6+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $11,087 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,298 | $56,485+29.8% | $185,823-60.6% | $86,799-15.6% |
| Participation rate | 95.7% | 65.5%+30.2pp | 81.7%+14.0pp | 72.3%+23.4pp |
| Annual return | 16.96% | 118.04%-101.1pp | 122.05%-105.1pp | 97.91%-80.9pp |
| Employer contribution / active EE | $2,569 | $1,843+39.4% | $5,167-50.3% | $2,405+6.8% |
| Participant deferral / active EE | $4,410 | $2,553+72.7% | $5,568-20.8% | $4,131+6.8% |
| Admin fee / account holder | $279 | $150+86.8% | $16,237-98.3% | $170+64.8% |