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 |
|---|---|---|
DESIGN BENEFITS INC2+ years Service code 49 · EIN 54-1284854 | Other Services | $4,823 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,638 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $71,092 | $56,629+25.5% | $77,999-8.9% | $55,167+28.9% |
| Participation rate | 99.2% | 73.3%+25.9pp | 75.5%+23.7pp | 69.0%+30.2pp |
| Annual return | 6.40% | 2866.98%-2860.6pp | 425.96%-419.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,983 | $1,723+15.1% | $2,470-19.7% | $1,963+1.0% |
| Participant deferral / active EE | $2,859 | $2,777+3.0% | $3,497-18.2% | $3,054-6.4% |
| Admin fee / account holder | $13 | $467-97.3% | $5,480-99.8% | $504-97.5% |