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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,419 |
SAGEPOINT FINANCIAL INC1 year Service code 49 · EIN 20-1741754 | Other Services | $10,767 |
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 | $71,522 | $86,332-17.2% | $125,175-42.9% | $65,185+9.7% |
| Participation rate | 94.4% | 75.3%+19.1pp | 79.8%+14.7pp | 70.2%+24.2pp |
| Annual return | 5.48% | 27.43%-22.0pp | 43.79%-38.3pp | 29.38%-23.9pp |
| Employer contribution / active EE | $639 | $2,040-68.7% | $3,865-83.5% | $2,177-70.6% |
| Participant deferral / active EE | $3,472 | $3,537-1.9% | $4,937-29.7% | $3,514-1.2% |
| Admin fee / account holder | $282 | $609-53.6% | $9,702-97.1% | $847-66.7% |