See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,691 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,660 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 49 · EIN 11-2551174 | Other Services | $8,255 |
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 | $53,900 | $55,415-2.7% | $155,509-65.3% | $74,495-27.6% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 13.91% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,227 | $2,267-1.8% | $4,672-52.3% | $2,623-15.1% |
| Participant deferral / active EE | $5,061 | $2,836+78.5% | $5,626-10.0% | $4,346+16.5% |
| Admin fee / account holder | $106 | $1,738-93.9% | $15,912-99.3% | $1,942-94.5% |