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 |
|---|---|---|
EQUITY SERVICES INC1+ years Service code 49 · EIN 03-0221141 | Other Services | $29,854 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,309 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $80,723 | $41,854+92.9% | $73,843+9.3% | $52,331+54.3% |
| Participation rate | 97.4% | 66.2%+31.1pp | 73.4%+23.9pp | 68.1%+29.3pp |
| Annual return | -1.77% | 2.11%-3.9pp | 2267.84%-2269.6pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,381 | $1,920+24.0% | $2,787-14.6% | $1,882+26.5% |
| Participant deferral / active EE | $5,355 | $2,498+114.3% | $3,583+49.4% | $3,022+77.2% |
| Admin fee / account holder | $31 | $493-93.8% | $4,880-99.4% | $592-94.8% |