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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,557 |
FROST BANK6+ years Filed as: FROST BROKERAGE SERVICES INC Service code 49 · EIN 74-2404030 | Other Services | $8,271 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $101,084 | $81,474+24.1% | $133,956-24.5% | $73,488+37.6% |
| Participation rate | 88.9% | 76.4%+12.5pp | 79.8%+9.0pp | 70.7%+18.2pp |
| Annual return | 40.17% | 19.40%+20.8pp | 45.09%-4.9pp | 28.51%+11.7pp |
| Employer contribution / active EE | $864 | $2,209-60.9% | $3,919-77.9% | $2,270-61.9% |
| Participant deferral / active EE | $2,588 | $3,786-31.6% | $5,048-48.7% | $3,740-30.8% |
| Admin fee / account holder | $35 | $713-95.2% | $8,927-99.6% | $513-93.3% |