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 | $86,861 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $19,258 |
Service code 49 · EIN 74-2794194 | Other Services | $7,724 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,625 | $95,542-93.1% | $69,455-90.5% | $67,579-90.2% |
| Participation rate | 95.6% | 79.4%+16.2pp | 74.6%+21.0pp | 71.3%+24.3pp |
| Annual return | 26.41% | 17.67%+8.7pp | 28.97%-2.6pp | 378.56%-352.1pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,740 | $3,263-46.7% | $3,535-50.8% | $3,539-50.8% |
| Admin fee / account holder | $81 | $90-9.5% | $3,839-97.9% | $142-42.8% |