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 | $44,343 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 27 · EIN 42-0941553 | Advisory (Plan) | $22,959 |
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 | $43,324 | $91,407-52.6% | $135,903-68.1% | $71,457-39.4% |
| Participation rate | 92.8% | 75.7%+17.2pp | 81.9%+10.9pp | 67.9%+24.9pp |
| Annual return | 29.15% | 29.90%-0.7pp | 68.23%-39.1pp | 28.85%+0.3pp |
| Employer contribution / active EE | $2,518 | $3,703-32.0% | $4,856-48.1% | $2,588-2.7% |
| Participant deferral / active EE | $8,471 | $7,092+19.4% | $7,758+9.2% | $4,289+97.5% |
| Admin fee / account holder | $225 | $1,266-82.2% | $10,762-97.9% | $1,587-85.8% |