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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,785 |
VALMARK ADVISERS INC4+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $33,747 |
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 | $40,818 | $37,196+9.7% | $154,107-73.5% | $55,725-26.8% |
| Participation rate | 96.6% | 64.1%+32.5pp | 83.0%+13.6pp | 70.9%+25.8pp |
| Annual return | -5.84% | 1319.68%-1325.5pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,250 | $1,614-22.6% | $5,298-76.4% | $2,078-39.9% |
| Participant deferral / active EE | $2,868 | $2,068+38.7% | $5,081-43.6% | $3,356-14.5% |
| Admin fee / account holder | $138 | $102+36.3% | $13,411-99.0% | $115+20.2% |