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 | $71,993 |
VALMARK ADVISERS INC3+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $33,493 |
BERRY DUNN1 year Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 | Accounting | $8,391 |
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 | $49,393 | $46,173+7.0% | $170,442-71.0% | $69,631-29.1% |
| Participation rate | 96.5% | 63.9%+32.6pp | 83.6%+12.9pp | 70.7%+25.8pp |
| Annual return | 13.97% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,414 | $1,610-12.2% | $5,433-74.0% | $2,032-30.4% |
| Participant deferral / active EE | $3,003 | $2,080+44.4% | $4,939-39.2% | $3,224-6.8% |
| Admin fee / account holder | $155 | $116+34.1% | $13,880-98.9% | $110+40.8% |