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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,858 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 49 · EIN 56-0747981 | Other Services | $5,706 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $129,139 | $46,732+176.3% | $156,549-17.5% | $55,167+134.1% |
| Participation rate | 95.0% | 65.8%+29.2pp | 84.0%+11.0pp | 69.0%+26.1pp |
| Annual return | 6.63% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $6,330 | $2,105+200.7% | $5,501+15.1% | $1,963+222.5% |
| Participant deferral / active EE | $5,532 | $2,204+151.0% | $4,871+13.6% | $3,054+81.1% |
| Admin fee / account holder | $118 | $418-71.7% | $13,027-99.1% | $504-76.5% |