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 INC3+ years Service code 49 · EIN 03-0221141 | Other Services | $37,051 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,631 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $93,065 | $50,637+83.8% | $86,590+7.5% | $62,292+49.4% |
| Participation rate | 96.4% | 67.9%+28.5pp | 73.5%+22.8pp | 69.5%+26.8pp |
| Annual return | 16.30% | 20.80%-4.5pp | 964.84%-948.5pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,840 | $2,075-11.3% | $2,839-35.2% | $2,042-9.9% |
| Participant deferral / active EE | $4,927 | $2,611+88.7% | $3,609+36.5% | $3,169+55.5% |
| Admin fee / account holder | $31 | $413-92.4% | $4,906-99.4% | $479-93.4% |