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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,228 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $31,839 |
BURDETTE SMITH & BISH LLC4 years Service code 10 · EIN 45-4037800 | Accounting | $8,166 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,957 | $54,193-4.1% | $93,606-44.5% | $77,643-33.1% |
| Participation rate | 87.5% | 63.9%+23.6pp | 68.7%+18.8pp | 70.6%+16.9pp |
| Annual return | 13.10% | 30.54%-17.4pp | 133.20%-120.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,115 | $3,144+30.9% | $4,411-6.7% | $4,647-11.5% |
| Admin fee / account holder | $275 | $576-52.3% | $8,285-96.7% | $430-36.2% |