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 13 · EIN 42-0127290 | Contract Administrator | $8,897 |
MAY & COMPANY LLP2+ years Filed as: MAY, KAREN L. Service code 49 5980 S MAIN ST STE 100 · CLARKSTON, MI 483462377 | Other Services | $1,805 |
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 | $26,610 | $56,629-53.0% | $77,999-65.9% | $55,167-51.8% |
| Participation rate | 96.0% | 73.3%+22.7pp | 75.5%+20.5pp | 69.0%+27.0pp |
| Annual return | 5.98% | 2866.98%-2861.0pp | 425.96%-420.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $567 | $1,723-67.1% | $2,470-77.0% | $1,963-71.1% |
| Participant deferral / active EE | $2,362 | $2,777-14.9% | $3,497-32.4% | $3,054-22.7% |
| Admin fee / account holder | $36 | $467-92.2% | $5,480-99.3% | $504-92.8% |