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 Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $2,113 |
EDWARD JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $1,226 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,110 | $63,299-58.8% | $91,001-71.3% | $62,292-58.1% |
| Participation rate | 83.2% | 73.3%+9.9pp | 75.6%+7.6pp | 69.5%+13.7pp |
| Annual return | 18.82% | 20.99%-2.2pp | 4.60%+14.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,478 | $1,807-18.2% | $2,456-39.8% | $2,042-27.6% |
| Participant deferral / active EE | $2,558 | $2,943-13.1% | $3,547-27.9% | $3,169-19.3% |
| Admin fee / account holder | $150 | $468-68.0% | $5,417-97.2% | $479-68.8% |