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 | $9,929 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,038 | $85,202-73.0% | $172,739-86.7% | $72,985-68.4% |
| Participation rate | 76.8% | 70.1%+6.8pp | 82.6%-5.8pp | 69.5%+7.4pp |
| Annual return | 21.14% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $759 | $3,324-77.2% | $5,143-85.2% | $2,440-68.9% |
| Participant deferral / active EE | $2,636 | $3,260-19.2% | $5,198-49.3% | $3,607-26.9% |
| Admin fee / account holder | $118 | $5,884-98.0% | $13,954-99.2% | $5,124-97.7% |