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 |
|---|---|---|
GESSER, EDGAR A.2 years Service code 49 4101 PRATT DR · NEW IBERIA, LA 705633334 | Other Services | $2,485 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,044 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $83,051 | $89,355-7.1% | $141,162-41.2% | $72,985+13.8% |
| Participation rate | 98.8% | 75.1%+23.6pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 22.92% | 111.85%-88.9pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,062 | $3,114-33.8% | $4,735-56.4% | $2,440-15.5% |
| Participant deferral / active EE | $6,043 | $5,418+11.5% | $6,709-9.9% | $3,607+67.5% |
| Admin fee / account holder | $10 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |