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 | $1,253 |
D & S LIFE AGENCY INC4+ years Service code 49 · EIN 54-0759444 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $99,116 | $49,138+101.7% | $84,015+18.0% | $65,185+52.1% |
| Participation rate | 97.3% | 60.7%+36.5pp | 69.0%+28.3pp | 70.2%+27.1pp |
| Annual return | 2.26% | 23.00%-20.7pp | 71.31%-69.0pp | 29.38%-27.1pp |
| Employer contribution / active EE | $1,317 | $914+44.1% | $1,983-33.6% | $2,177-39.5% |
| Participant deferral / active EE | $5,900 | $2,397+146.1% | $3,239+82.2% | $3,514+67.9% |
| Admin fee / account holder | $9 | $543-98.3% | $6,101-99.9% | $847-98.9% |