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 8-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $15,517 |
MSI FINANCIAL SERVICES INC.1+ years Filed as: MSI FINANCIAL SERVICES INC Service code 49 · EIN 13-3175978 | Other Services | $10,338 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,369 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $203,354 | $155,795+30.5% | $136,294+49.2% | $69,631+192.0% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.9pp | 70.7%+23.2pp |
| Annual return | 20.15% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $3,154 | $2,991+5.4% | $4,695-32.8% | $2,032+55.2% |
| Participant deferral / active EE | $9,574 | $5,394+77.5% | $6,247+53.2% | $3,224+197.0% |
| Admin fee / account holder | $15 | $128-88.2% | $9,243-99.8% | $110-86.3% |