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 |
|---|---|---|
LEUMI INVESTMENT SERVICES INC2+ years Service code 49 · EIN 13-4132289 | Other Services | $14,528 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,128 |
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 | $59,755 | $107,378-44.4% | $108,579-45.0% | $57,658+3.6% |
| Participation rate | 76.3% | 77.1%-0.8pp | 79.6%-3.3pp | 70.2%+6.1pp |
| Annual return | 8.57% | 12.80%-4.2pp | -51.70%+60.3pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,916 | $3,221+52.6% | $4,311+14.0% | $3,061+60.6% |
| Admin fee / account holder | $26 | $108-75.8% | $7,645-99.7% | $95-72.3% |