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 7-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,616 |
WEALTHPLAN ADVISORS LLC1+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $15,563 |
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS INC. Service code 27 · EIN 26-4646168 | Advisory (Plan) | $15,518 |
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 | $77,601 | $70,002+10.9% | $115,037-32.5% | $52,331+48.3% |
| Participation rate | 71.3% | 72.1%-0.9pp | 81.4%-10.1pp | 68.1%+3.1pp |
| Annual return | 3.86% | 4.04%-0.2pp | 26.14%-22.3pp | 4.54%-0.7pp |
| Employer contribution / active EE | $888 | $2,715-67.3% | $4,608-80.7% | $1,882-52.8% |
| Participant deferral / active EE | $3,615 | $4,920-26.5% | $6,026-40.0% | $3,022+19.6% |
| Admin fee / account holder | $165 | $566-70.8% | $8,175-98.0% | $592-72.1% |