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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 5707 SOUTHWEST PKWY BLDG 2 STE 400 · AUSTIN, TX 787356213 | Other Services | $25,672 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ASSOCIATES, INC. Service code 13 · EIN 27-1575470 201 SOUTH JACKSON STREET · BELLEVILLE, IL 62220 | Contract Administrator | $11,044 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,303 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,685 | $72,254-43.7% | $86,677-53.1% | $64,808-37.2% |
| Participation rate | 65.8% | 80.4%-14.6pp | 76.6%-10.8pp | 71.5%-5.7pp |
| Annual return | -15.24% | 392.42%-407.7pp | 35.91%-51.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $772 | $2,393-67.7% | $2,836-72.8% | $2,506-69.2% |
| Participant deferral / active EE | $2,963 | $4,658-36.4% | $4,656-36.4% | $4,310-31.3% |
| Admin fee / account holder | $23 | $174-86.6% | $7,493-99.7% | $188-87.6% |