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 |
|---|---|---|
Filed as: BENEFIT PLANS, INC Service code 13 · EIN 47-0617162 | Contract Administrator | $22,410 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,863 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $29,355 | $36,916-20.5% | $156,549-81.2% | $57,658-49.1% |
| Participation rate | 84.1% | 63.4%+20.6pp | 84.0%+0.1pp | 70.2%+13.9pp |
| Annual return | 7.99% | 12.38%-4.4pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $385 | $1,571-75.5% | $5,501-93.0% | $1,974-80.5% |
| Participant deferral / active EE | $2,845 | $1,926+47.8% | $4,871-41.6% | $3,061-7.0% |
| Admin fee / account holder | $20 | $82-76.3% | $13,027-99.9% | $95-79.3% |