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) | $26,923 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,752 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $109,414 | $65,322+67.5% | $70,449+55.3% | $73,488+48.9% |
| Participation rate | 93.3% | 77.0%+16.3pp | 75.1%+18.2pp | 70.7%+22.6pp |
| Annual return | 9.26% | 15.71%-6.4pp | 109.03%-99.8pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,309 | $2,460-46.8% | $2,737-52.2% | $2,270-42.3% |
| Participant deferral / active EE | $8,706 | $3,375+158.0% | $3,709+134.8% | $3,740+132.8% |
| Admin fee / account holder | $47 | $214-78.2% | $3,845-98.8% | $513-90.9% |