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 9-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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $27,038 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,295 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $100,041 | $60,795+64.6% | $69,455+44.0% | $65,185+53.5% |
| Participation rate | 94.5% | 74.9%+19.7pp | 74.6%+19.9pp | 70.2%+24.3pp |
| Annual return | 2.89% | 17.46%-14.6pp | 28.97%-26.1pp | 29.38%-26.5pp |
| Employer contribution / active EE | $1,348 | $2,452-45.0% | $2,779-51.5% | $2,177-38.1% |
| Participant deferral / active EE | $7,816 | $3,162+147.2% | $3,535+121.1% | $3,514+122.4% |
| Admin fee / account holder | $37 | $314-88.2% | $3,839-99.0% | $847-95.6% |