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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Service code 49 · EIN 11-2551174 | Other Services | $18,511 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,000 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,976 | $80,753-18.3% | $136,294-51.6% | $62,292+5.9% |
| Participation rate | 93.5% | 73.5%+20.0pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 18.90% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,709 | $2,884-40.7% | $4,695-63.6% | $2,042-16.3% |
| Participant deferral / active EE | $4,813 | $5,164-6.8% | $6,247-23.0% | $3,169+51.9% |
| Admin fee / account holder | $19 | $525-96.3% | $9,243-99.8% | $479-96.0% |