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 |
|---|---|---|
PENSION FINANCIAL SERVICES, INC.2+ years Service code 13 · EIN 58-1485803 | Contract Administrator | $12,366 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,184 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,164 | $84,233-53.5% | $170,442-77.0% | $70,131-44.2% |
| Participation rate | 55.4% | 70.8%-15.4pp | 83.6%-28.2pp | 69.5%-14.1pp |
| Annual return | 15.06% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,138 | $3,387-36.9% | $5,433-60.7% | $2,342-8.7% |
| Participant deferral / active EE | $4,415 | $3,086+43.1% | $4,939-10.6% | $3,332+32.5% |
| Admin fee / account holder | $64 | $5,698-98.9% | $13,880-99.5% | $4,645-98.6% |