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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,790 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,163 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,922 | $64,119-40.9% | $112,228-66.2% | $66,914-43.3% |
| Participation rate | 30.5% | 68.5%-38.0pp | 75.1%-44.6pp | 69.8%-39.3pp |
| Annual return | -14.11% | -13.81%-0.3pp | 27.45%-41.6pp | 1.58%-15.7pp |
| Employer contribution / active EE | $915 | $3,005-69.5% | $3,635-74.8% | $2,544-64.0% |
| Participant deferral / active EE | $2,124 | $3,693-42.5% | $4,728-55.1% | $4,237-49.9% |
| Admin fee / account holder | $255 | $625-59.2% | $6,410-96.0% | $593-57.1% |