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 6-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,467 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $13,200 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $4,675 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,702 | $185,342-86.7% | $111,297-77.8% | $86,799-71.5% |
| Participation rate | 82.5% | 81.0%+1.5pp | 77.3%+5.2pp | 72.3%+10.2pp |
| Annual return | 16.75% | 500.80%-484.1pp | 54.65%-37.9pp | 97.91%-81.2pp |
| Employer contribution / active EE | $463 | $2,246-79.4% | $2,731-83.0% | $2,405-80.7% |
| Participant deferral / active EE | $1,390 | $4,458-68.8% | $4,487-69.0% | $4,131-66.4% |
| Admin fee / account holder | $186 | $255-27.4% | $7,964-97.7% | $170+9.4% |