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.
| Provider | Service type | Compensation |
|---|---|---|
SCHLEIFER, DOUGLAS P.1+ years Service code 49 · EIN 21-5548617 | Other Services | $4,518 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,939 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,339 | $75,828-53.4% | $147,614-76.1% | $59,632-40.7% |
| Participation rate | 98.7% | 71.6%+27.2pp | 84.6%+14.1pp | 68.7%+30.0pp |
| Annual return | -0.42% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $7,861 | $3,485+125.6% | $5,564+41.3% | $2,203+256.9% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $26 | $5,985-99.6% | $11,611-99.8% | $4,297-99.4% |