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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,958 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 17 · EIN 13-2808480 | Pension Consulting | $20,249 |
BAKER NEWMAN NOYES4 years Filed as: BAKER, NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $9,323 |
Filed as: JOHN HANCOCK Service code 13 200 BERKELY STREET · BOSTON, MA 02116 | Contract Administrator | $3,048 |
Service code 26 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $2,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,402 | $99,957+73.5% | $149,696+15.8% | $73,488+136.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 15.98% | 53.87%-37.9pp | 276.60%-260.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $5,854 | $3,191+83.4% | $4,644+26.0% | $2,270+157.9% |
| Participant deferral / active EE | $7,862 | $6,073+29.5% | $6,842+14.9% | $3,740+110.3% |
| Admin fee / account holder | $276 | $551-49.9% | $9,309-97.0% | $513-46.2% |