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 |
|---|---|---|
Service code 49 · EIN 13-5674085 | Other Services | $45,192 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,129 |
Employer contribution per participant 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 | $63,410 | $69,305-8.5% | $82,313-23.0% | $69,631-8.9% |
| Participation rate | 95.0% | 80.3%+14.8pp | 76.9%+18.1pp | 70.7%+24.3pp |
| Annual return | 17.03% | 21.47%-4.4pp | 25.88%-8.8pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $408 | $1,887-78.4% | $2,428-83.2% | $2,032-79.9% |
| Participant deferral / active EE | $3,074 | $3,568-13.9% | $3,706-17.1% | $3,224-4.6% |
| Admin fee / account holder | $29 | $97-70.2% | $5,608-99.5% | $110-73.8% |