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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,783 |
SAGEPOINT FINANCIAL INC2 years Service code 49 · EIN 20-1741754 | Other Services | $11,785 |
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 | $69,704 | $81,474-14.4% | $133,956-48.0% | $73,488-5.1% |
| Participation rate | 93.8% | 76.4%+17.4pp | 79.8%+14.0pp | 70.7%+23.1pp |
| Annual return | 6.27% | 19.40%-13.1pp | 45.09%-38.8pp | 28.51%-22.2pp |
| Employer contribution / active EE | $1,330 | $2,209-39.8% | $3,919-66.1% | $2,270-41.4% |
| Participant deferral / active EE | $3,969 | $3,786+4.8% | $5,048-21.4% | $3,740+6.1% |
| Admin fee / account holder | $290 | $713-59.3% | $8,927-96.7% | $513-43.4% |