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 |
|---|---|---|
Service code 49 · EIN 93-0987232 | Other Services | $22,893 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,847 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $36,557 | $40,174-9.0% | $84,015-56.5% | $67,579-45.9% |
| Participation rate | 77.8% | 62.7%+15.2pp | 69.0%+8.8pp | 71.3%+6.6pp |
| Annual return | 21.30% | 25.82%-4.5pp | 71.31%-50.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,431 | $2,301+5.6% | $3,239-24.9% | $3,539-31.3% |
| Admin fee / account holder | $41 | $128-68.3% | $6,101-99.3% | $142-71.4% |