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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,152 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 · EIN 42-0941553 | Other Services | $15,676 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,502 | $84,487-63.9% | $125,339-75.7% | $66,914-54.4% |
| Participation rate | 82.2% | 76.4%+5.8pp | 82.4%-0.1pp | 69.8%+12.4pp |
| Annual return | -4.96% | -8.39%+3.4pp | 572.05%-577.0pp | 1.58%-6.5pp |
| Employer contribution / active EE | $1,924 | $3,553-45.8% | $4,814-60.0% | $2,544-24.4% |
| Participant deferral / active EE | $6,653 | $6,781-1.9% | $7,446-10.7% | $4,237+57.0% |
| Admin fee / account holder | $169 | $685-75.4% | $10,010-98.3% | $593-71.6% |