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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,871 |
EDWARD JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $34,708 |
QUALIFIED PLANS, LLC7+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $10,896 |
Filed as: WILSHIRE ADVISORS LLC 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 | $54,243 | $46,292+17.2% | $143,757-62.3% | $64,808-16.3% |
| Participation rate | 94.9% | 64.2%+30.7pp | 80.3%+14.6pp | 71.5%+23.4pp |
| Annual return | -15.69% | -10.05%-5.6pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,640 | $1,910+38.2% | $4,951-46.7% | $2,506+5.3% |
| Participant deferral / active EE | $4,472 | $2,646+69.0% | $5,637-20.7% | $4,310+3.8% |
| Admin fee / account holder | $248 | $154+61.1% | $14,673-98.3% | $188+31.9% |