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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,828 |
MAY & COMPANY LLP3+ years Filed as: MAY, KAREN L. Service code 49 5980 S MAIN ST STE 100 · CLARKSTON, MI 483462377 | Other Services | $1,895 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $37,984 | $63,299-40.0% | $91,001-58.3% | $62,292-39.0% |
| Participation rate | 94.7% | 73.3%+21.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 18.04% | 20.99%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $587 | $1,807-67.5% | $2,456-76.1% | $2,042-71.3% |
| Participant deferral / active EE | $2,594 | $2,943-11.8% | $3,547-26.9% | $3,169-18.1% |
| Admin fee / account holder | $56 | $468-88.0% | $5,417-99.0% | $479-88.3% |