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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $143,855 |
VALMARK ADVISERS INC5+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $33,050 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $5,000 |
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 | $48,796 | $62,928-22.5% | $172,739-71.8% | $67,579-27.8% |
| Participation rate | 94.2% | 64.5%+29.7pp | 82.6%+11.5pp | 71.3%+22.9pp |
| Annual return | 22.14% | 30.36%-8.2pp | 802.84%-780.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,385 | $1,636-15.3% | $5,143-73.1% | $2,148-35.5% |
| Participant deferral / active EE | $3,031 | $2,145+41.3% | $5,198-41.7% | $3,539-14.4% |
| Admin fee / account holder | $144 | $167-13.6% | $13,954-99.0% | $142+1.2% |