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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,266 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $17,273 |
CES INS AGENCY INC1 year Service code 49 · EIN 04-2865307 | Other Services | $3,431 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $108,808 | $99,957+8.9% | $149,696-27.3% | $73,488+48.1% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+15.0pp | 70.7%+26.8pp |
| Annual return | 12.81% | 53.87%-41.1pp | 276.60%-263.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,614 | $3,191-18.1% | $4,644-43.7% | $2,270+15.1% |
| Participant deferral / active EE | $5,241 | $6,073-13.7% | $6,842-23.4% | $3,740+40.2% |
| Admin fee / account holder | $79 | $551-85.6% | $9,309-99.1% | $513-84.5% |