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: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $21,551 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,225 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,115 | $80,753+42.6% | $136,294-15.5% | $62,292+84.8% |
| Participation rate | 92.7% | 73.5%+19.1pp | 81.9%+10.8pp | 69.5%+23.2pp |
| Annual return | 14.58% | 35.83%-21.3pp | 5155.94%-5141.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,346 | $2,884-18.6% | $4,695-50.0% | $2,042+14.9% |
| Participant deferral / active EE | $4,568 | $5,164-11.5% | $6,247-26.9% | $3,169+44.1% |
| Admin fee / account holder | $93 | $525-82.3% | $9,243-99.0% | $479-80.6% |