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 | $68,324 |
CENTAURUS FINANCIAL INC1 year Filed as: CENTAURUS FINANCIAL INC. Service code 49 · EIN 33-0530236 | Other Services | $38,265 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,825 | $50,385+120.0% | $75,670+46.5% | $62,292+77.9% |
| Participation rate | 92.0% | 67.7%+24.3pp | 72.3%+19.6pp | 69.5%+22.5pp |
| Annual return | 17.26% | 19.90%-2.6pp | 27.34%-10.1pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,676 | $1,537+9.0% | $2,352-28.7% | $2,042-17.9% |
| Participant deferral / active EE | $5,039 | $2,445+106.1% | $3,142+60.3% | $3,169+59.0% |
| Admin fee / account holder | $455 | $384+18.6% | $5,800-92.1% | $479-5.0% |