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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,720 |
Service code 27 · EIN 14-1764768 | Advisory (Plan) | $9,328 |
GRASSI & CO1 year Service code 10 · EIN 11-3266576 | Accounting | $5,088 |
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 | $88,198 | $52,884+66.8% | $84,750+4.1% | $55,167+59.9% |
| Participation rate | 86.8% | 67.5%+19.3pp | 76.6%+10.2pp | 69.0%+17.8pp |
| Annual return | 6.94% | 18.03%-11.1pp | 22.78%-15.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,220 | $2,233-45.4% | $3,574-65.9% | $1,963-37.8% |
| Participant deferral / active EE | $6,290 | $2,644+137.9% | $3,712+69.5% | $3,054+106.0% |
| Admin fee / account holder | $110 | $581-81.1% | $5,332-97.9% | $504-78.3% |