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 26 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $81,842 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,555 |
Annual investment return 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 | $98,677 | $99,957-1.3% | $149,696-34.1% | $73,488+34.3% |
| Participation rate | 93.9% | 75.7%+18.2pp | 82.5%+11.5pp | 70.7%+23.3pp |
| Annual return | 8.98% | 53.87%-44.9pp | 276.60%-267.6pp | 28.51%-19.5pp |
| Employer contribution / active EE | $2,149 | $3,191-32.7% | $4,644-53.7% | $2,270-5.4% |
| Participant deferral / active EE | $7,108 | $6,073+17.1% | $6,842+3.9% | $3,740+90.1% |
| Admin fee / account holder | $56 | $551-89.9% | $9,309-99.4% | $513-89.1% |