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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $83,411 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $46,502 |
TAX SHELTERED COMPENSATION, INC.2+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $9,484 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,917 | $42,886+72.4% | $88,946-16.9% | $85,563-13.6% |
| Participation rate | 89.2% | 37.9%+51.3pp | 68.8%+20.3pp | 66.0%+23.2pp |
| Annual return | 17.70% | 44.56%-26.9pp | 57.82%-40.1pp | 31.51%-13.8pp |
| Employer contribution / active EE | $2,936 | $1,147+156.0% | $2,555+14.9% | $2,654+10.7% |
| Participant deferral / active EE | $5,752 | $2,108+172.9% | $4,581+25.5% | $4,375+31.5% |
| Admin fee / account holder | $284 | $2,263-87.5% | $8,261-96.6% | $834-66.0% |