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 | $18,424 |
ALLSTATE FINANCIAL SERVICES LLC6+ years Service code 49 · EIN 47-0826838 2920 S 84TH STREET · LINCOLN, NE 68506 | Other Services | $5,985 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 700 W 47TH ST STE 1100 · KANSAS CITY, MO 64112 | Contract Administrator | $1,197 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $62,007 | $69,362-10.6% | $101,248-38.8% | $73,488-15.6% |
| Participation rate | 78.0% | 68.4%+9.6pp | 75.8%+2.1pp | 70.7%+7.3pp |
| Annual return | 15.95% | 18.46%-2.5pp | 46.47%-30.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,495 | $2,628-43.1% | $3,660-59.1% | $2,270-34.1% |
| Participant deferral / active EE | $7,308 | $3,300+121.5% | $4,370+67.2% | $3,740+95.4% |
| Admin fee / account holder | $88 | $704-87.5% | $5,945-98.5% | $513-82.8% |