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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,977 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $28,300 |
GLOBAL ENGINEERING1 year Filed as: GLOBAL ENGINEERING & TEC Service code 10 · EIN 65-1003579 | Accounting | $15,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,776 | $84,487-16.2% | $125,339-43.5% | $66,914+5.8% |
| Participation rate | 85.2% | 76.4%+8.8pp | 82.4%+2.8pp | 69.8%+15.4pp |
| Annual return | -16.40% | -8.39%-8.0pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,350 | $3,553-5.7% | $4,814-30.4% | $2,544+31.7% |
| Participant deferral / active EE | $8,609 | $6,781+27.0% | $7,446+15.6% | $4,237+103.2% |
| Admin fee / account holder | $451 | $685-34.1% | $10,010-95.5% | $593-23.9% |