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 |
|---|---|---|
AKIYAMA FINANCIAL SERVICES2 years Service code 27 · EIN 54-3709059 | Advisory (Plan) | $18,798 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,213 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $70,594 | $58,083+21.5% | $80,019-11.8% | $56,287+25.4% |
| Participation rate | 79.2% | 73.6%+5.6pp | 75.8%+3.4pp | 69.9%+9.4pp |
| Annual return | -2.02% | 34.61%-36.6pp | 11.22%-13.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,910 | $1,932-1.1% | $2,468-22.6% | $2,111-9.5% |
| Participant deferral / active EE | $3,644 | $3,135+16.2% | $3,686-1.1% | $3,350+8.8% |
| Admin fee / account holder | $208 | $623-66.6% | $6,521-96.8% | $521-60.1% |