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 |
|---|---|---|
ASHTON YOUNG INC2 years Service code 49 · EIN 38-1617113 | Other Services | $18,108 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,346 |
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 | $93,485 | $59,535+57.0% | $90,160+3.7% | $62,292+50.1% |
| Participation rate | 84.7% | 73.0%+11.6pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 18.79% | 23.53%-4.7pp | 34.88%-16.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,485 | $1,826-18.6% | $3,318-55.2% | $2,042-27.3% |
| Participant deferral / active EE | $7,510 | $4,639+61.9% | $5,288+42.0% | $3,169+137.0% |
| Admin fee / account holder | $17 | $337-95.0% | $5,943-99.7% | $479-96.5% |