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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,480 |
UBS FINANCIAL SERVICES INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $21,132 |
BKD, LLP1 year Filed as: PADGETT STRATEMANN Service code 10 · EIN 74-2650885 | Accounting | $6,673 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $35,942 | $61,125-41.2% | $108,579-66.9% | $63,975-43.8% |
| Participation rate | 95.4% | 80.5%+14.9pp | 79.6%+15.9pp | 71.1%+24.3pp |
| Annual return | 9.03% | 14.06%-5.0pp | -51.70%+60.7pp | 48.65%-39.6pp |
| Employer contribution / active EE | $1,100 | $2,237-50.8% | $3,758-70.7% | $2,182-49.6% |
| Participant deferral / active EE | $3,190 | $3,574-10.7% | $4,311-26.0% | $3,356-5.0% |
| Admin fee / account holder | $46 | $72-35.8% | $7,645-99.4% | $70-34.5% |