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 INC5+ years Service code 49 · EIN 03-0221141 | Other Services | $28,744 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,523 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,364 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,008 | $51,620+53.1% | $90,281-12.5% | $65,185+21.2% |
| Participation rate | 96.8% | 68.6%+28.2pp | 73.3%+23.5pp | 70.2%+26.6pp |
| Annual return | 18.83% | 24.94%-6.1pp | 78.10%-59.3pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,877 | $2,235-16.0% | $2,854-34.2% | $2,177-13.7% |
| Participant deferral / active EE | $4,917 | $2,871+71.3% | $3,885+26.6% | $3,514+39.9% |
| Admin fee / account holder | $92 | $384-75.9% | $5,351-98.3% | $847-89.1% |