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 | $42,877 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $30,841 |
GLOBAL ENGINEERING3 years Service code 10 · EIN 65-1003579 | Accounting | $17,640 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,015 | $168,082-39.9% | $150,045-32.7% | - |
| Participation rate | 87.9% | 71.4%+16.5pp | 82.3%+5.6pp | - |
| Annual return | 13.39% | 24.81%-11.4pp | 62.55%-49.2pp | - |
| Employer contribution / active EE | $4,174 | $3,603+15.8% | $4,693-11.1% | - |
| Participant deferral / active EE | $9,959 | $7,053+41.2% | $7,997+24.5% | - |
| Admin fee / account holder | $504 | $7,866-93.6% | $13,435-96.2% | - |