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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,490 |
AMERICAN PORTFOLIOS FINANCIAL7+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 | Other Services | $23,320 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $10,746 |
JACKSONVILLE COUNTRY DAY SCHOOL4 years Service code 21 · EIN 59-0905430 | Bank Trustee | $7,008 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $535 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,832 | $42,894+86.1% | $60,874+31.1% | $68,494+16.6% |
| Participation rate | 74.7% | 66.8%+7.9pp | 73.1%+1.6pp | 67.9%+6.8pp |
| Annual return | -11.32% | -13.98%+2.7pp | 16.90%-28.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,966 | $1,978-0.6% | $2,701-27.2% | $2,596-24.3% |
| Participant deferral / active EE | $4,373 | $2,867+52.5% | $3,817+14.6% | $4,027+8.6% |
| Admin fee / account holder | $57 | $3,101-98.1% | $3,224-98.2% | $5,403-98.9% |