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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,279 |
D & S LIFE AGENCY INC2+ years Service code 49 · EIN 54-0759444 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $94,067 | $51,466+82.8% | $78,778+19.4% | $62,292+51.0% |
| Participation rate | 97.5% | 59.8%+37.7pp | 69.2%+28.3pp | 69.5%+27.9pp |
| Annual return | 14.73% | 19.96%-5.2pp | 35.62%-20.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,191 | $827+44.0% | $1,986-40.0% | $2,042-41.7% |
| Participant deferral / active EE | $5,386 | $2,147+150.8% | $2,958+82.1% | $3,169+69.9% |
| Admin fee / account holder | $9 | $489-98.2% | $5,134-99.8% | $479-98.2% |