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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,428 |
DANZIGER & MARKHOFF LLP2 years Service code 49 · EIN 13-3010201 | Other Services | $0 |
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 | $216,388 | $89,739+141.1% | $149,718+44.5% | $62,292+247.4% |
| Participation rate | 94.0% | 85.1%+8.9pp | 87.1%+7.0pp | 69.5%+24.5pp |
| Annual return | 53.72% | 21.01%+32.7pp | 1501.63%-1447.9pp | 28.90%+24.8pp |
| Employer contribution / active EE | $299 | $3,233-90.8% | $5,445-94.5% | $2,042-85.4% |
| Participant deferral / active EE | $9,518 | $4,797+98.4% | $6,569+44.9% | $3,169+200.3% |
| Admin fee / account holder | $14 | $551-97.4% | $11,283-99.9% | $479-97.0% |