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 3-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 | $21,823 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 17 · EIN 35-2552359 | Pension Consulting | $13,832 |
ASCENSUS LLC3+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $3,396 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,371 | $54,705+79.8% | $71,209+38.1% | $84,808+16.0% |
| Participation rate | 98.4% | 64.1%+34.4pp | 73.8%+24.7pp | 68.3%+30.1pp |
| Annual return | 0.04% | 35.90%-35.9pp | 282.51%-282.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $7,685 | $2,158+256.1% | $2,721+182.4% | $2,631+192.1% |
| Participant deferral / active EE | $11,171 | $3,030+268.6% | $4,175+167.6% | $4,212+165.2% |
| Admin fee / account holder | $263 | $4,863-94.6% | $5,349-95.1% | $7,344-96.4% |