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 | $13,437 |
LPL FINANCIAL2+ years Filed as: FORTUNE FINANCIAL SERVICES INC Service code 49 · EIN 25-1799740 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,750 | $56,629-3.3% | $77,999-29.8% | $55,167-0.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 4.39% | 2866.98%-2862.6pp | 425.96%-421.6pp | 169.23%-164.8pp |
| Employer contribution / active EE | $2,238 | $1,723+29.9% | $2,470-9.4% | $1,963+14.0% |
| Participant deferral / active EE | $4,240 | $2,777+52.7% | $3,497+21.3% | $3,054+38.8% |
| Admin fee / account holder | $95 | $467-79.7% | $5,480-98.3% | $504-81.2% |