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 |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $16,432 |
ALLSTATE FINANCIAL SERVICES LLC4+ years Service code 49 · EIN 47-0826838 2920 S 84TH STREET · LINCOLN, NE 68506 | Other Services | $5,478 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | 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 | $46,665 | $55,449-15.8% | $83,848-44.3% | $56,287-17.1% |
| Participation rate | 72.5% | 68.0%+4.5pp | 76.1%-3.6pp | 69.9%+2.7pp |
| Annual return | -6.51% | -1.38%-5.1pp | 850.88%-857.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $824 | $2,430-66.1% | $3,631-77.3% | $2,111-61.0% |
| Participant deferral / active EE | $5,163 | $2,935+75.9% | $4,082+26.5% | $3,350+54.1% |
| Admin fee / account holder | $84 | $656-87.2% | $5,478-98.5% | $521-83.8% |