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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $960 |
D & S LIFE AGENCY INC3+ years Service code 49 · EIN 54-0759444 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $102,141 | $42,548+140.1% | $74,550+37.0% | $56,287+81.5% |
| Participation rate | 96.8% | 60.5%+36.3pp | 69.1%+27.7pp | 69.9%+26.9pp |
| Annual return | 13.56% | 12.40%+1.2pp | 32.53%-19.0pp | -9.96%+23.5pp |
| Employer contribution / active EE | $1,207 | $855+41.1% | $1,961-38.5% | $2,111-42.8% |
| Participant deferral / active EE | $5,383 | $2,277+136.4% | $3,108+73.2% | $3,350+60.7% |
| Admin fee / account holder | $7 | $467-98.6% | $5,060-99.9% | $521-98.7% |