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 COMPANY2+ years Service code 37 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Loan Processing | $5,100 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $1,044 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $101,805 | $74,089+37.4% | $133,980-24.0% | $55,167+84.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 9.06% | 12.11%-3.1pp | 29.30%-20.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $6,741 | $3,064+120.0% | $5,211+29.3% | $1,963+243.5% |
| Participant deferral / active EE | $4,407 | $4,678-5.8% | $6,282-29.8% | $3,054+44.3% |
| Admin fee / account holder | $30 | $458-93.4% | $9,324-99.7% | $504-94.0% |