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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $920 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $600 |
EDWARD JONES3+ years Service code 49 · EIN 43-0345811 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $25,338 | $58,083-56.4% | $80,019-68.3% | $56,287-55.0% |
| Participation rate | 78.2% | 73.6%+4.5pp | 75.8%+2.3pp | 69.9%+8.3pp |
| Annual return | -5.59% | 34.61%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,079 | $1,932+7.6% | $2,468-15.8% | $2,111-1.5% |
| Participant deferral / active EE | $3,209 | $3,135+2.4% | $3,686-12.9% | $3,350-4.2% |
| Admin fee / account holder | $237 | $623-62.0% | $6,521-96.4% | $521-54.5% |