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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,987 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 49 · EIN 95-3845382 | Other Services | $20,290 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,227 | $46,173+17.4% | $170,442-68.2% | $69,631-22.1% |
| Participation rate | 39.3% | 63.9%-24.6pp | 83.6%-44.3pp | 70.7%-31.3pp |
| Annual return | 16.97% | 21.62%-4.6pp | 205.93%-189.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $851 | $1,610-47.1% | $5,433-84.3% | $2,032-58.1% |
| Participant deferral / active EE | $1,975 | $2,080-5.1% | $4,939-60.0% | $3,224-38.7% |
| Admin fee / account holder | $54 | $116-53.3% | $13,880-99.6% | $110-51.0% |