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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $10,838 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,068 |
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 | $28,725 | $54,590-47.4% | $81,930-64.9% | $73,488-60.9% |
| Participation rate | 94.5% | 68.3%+26.2pp | 72.0%+22.5pp | 70.7%+23.8pp |
| Annual return | 12.05% | 17.74%-5.7pp | 29.49%-17.4pp | 28.51%-16.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,530 | $2,759-44.5% | $7,107-78.5% | $3,740-59.1% |
| Admin fee / account holder | $21 | $592-96.5% | $5,158-99.6% | $513-96.0% |