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 |
|---|---|---|
PAR PLUMBING CO INC1 year Service code 13 · EIN 11-1165760 | Contract Administrator | $13,508 |
GATEWAY ADVISORY, LLC1 year Filed as: GATEWAY ADVISORY Service code 27 · EIN 27-1678306 | Advisory (Plan) | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,743 |
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 | $107,612 | $58,726+83.2% | $92,233+16.7% | $62,292+72.8% |
| Participation rate | 84.3% | 68.3%+16.0pp | 76.5%+7.8pp | 69.5%+14.8pp |
| Annual return | 14.43% | 43.62%-29.2pp | 176.28%-161.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,230 | $2,392-48.6% | $3,679-66.6% | $2,042-39.8% |
| Participant deferral / active EE | $6,742 | $2,766+143.8% | $3,897+73.0% | $3,169+112.7% |
| Admin fee / account holder | $83 | $556-85.0% | $5,194-98.4% | $479-82.6% |