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 |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $21,899 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,552 |
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 | $96,186 | $50,464+90.6% | $75,781+26.9% | $52,331+83.8% |
| Participation rate | 81.6% | 66.8%+14.8pp | 75.8%+5.7pp | 68.1%+13.4pp |
| Annual return | -1.05% | 1.03%-2.1pp | 9.68%-10.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,072 | $1,988-46.1% | $3,323-67.7% | $1,882-43.0% |
| Participant deferral / active EE | $6,542 | $2,570+154.5% | $3,651+79.2% | $3,022+116.5% |
| Admin fee / account holder | $35 | $1,103-96.8% | $5,299-99.3% | $592-94.1% |