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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,024 |
S B H U LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 | Other Services | $4,195 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,660 | $77,813-33.6% | $123,544-58.2% | $64,186-19.5% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.3%+16.5pp | 69.6%+29.3pp |
| Annual return | -7.12% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,408 | $3,014+13.1% | $4,628-26.4% | $2,381+43.1% |
| Participant deferral / active EE | $6,747 | $5,240+28.8% | $6,426+5.0% | $3,470+94.5% |
| Admin fee / account holder | $54 | $5,519-99.0% | $9,284-99.4% | $4,888-98.9% |