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 INC3+ years Service code 49 · EIN 54-1284854 | Other Services | $4,599 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $73,340 | $63,299+15.9% | $91,001-19.4% | $62,292+17.7% |
| Participation rate | 99.2% | 73.3%+25.9pp | 75.6%+23.6pp | 69.5%+29.7pp |
| Annual return | 13.35% | 20.99%-7.6pp | 4.60%+8.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $2,146 | $1,807+18.8% | $2,456-12.6% | $2,042+5.1% |
| Participant deferral / active EE | $2,973 | $2,943+1.0% | $3,547-16.2% | $3,169-6.2% |
| Admin fee / account holder | $4 | $468-99.1% | $5,417-99.9% | $479-99.1% |