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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,815 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $15,346 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,164 | $47,456-80.7% | $172,739-94.7% | $77,787-88.2% |
| Participation rate | 46.6% | 66.3%-19.7pp | 82.6%-36.0pp | 73.2%-26.6pp |
| Annual return | 20.24% | 35.57%-15.3pp | 802.84%-782.6pp | 32.57%-12.3pp |
| Employer contribution / active EE | $533 | $1,574-66.1% | $5,143-89.6% | $2,504-78.7% |
| Participant deferral / active EE | $244 | $2,560-90.5% | $5,198-95.3% | $3,967-93.8% |
| Admin fee / account holder | $30 | $81-63.0% | $13,954-99.8% | $100-70.1% |