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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $14,763 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,280 |
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 | $48,252 | $40,479+19.2% | $78,210-38.3% | $62,292-22.5% |
| Participation rate | 74.5% | 54.6%+19.9pp | 68.7%+5.7pp | 69.5%+5.0pp |
| Annual return | 17.29% | 66.31%-49.0pp | 40.90%-23.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,658 | $1,024+61.9% | $2,034-18.5% | $2,042-18.8% |
| Participant deferral / active EE | $2,969 | $1,718+72.9% | $2,823+5.2% | $3,169-6.3% |
| Admin fee / account holder | $46 | $376-87.7% | $3,758-98.8% | $479-90.4% |