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) | $94,157 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,924 |
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 | $128,623 | $104,475+23.1% | $159,436-19.3% | $79,386+62.0% |
| Participation rate | 97.7% | 76.6%+21.1pp | 82.8%+14.9pp | 70.7%+27.0pp |
| Annual return | 37.28% | 67.95%-30.7pp | 263.57%-226.3pp | 116.85%-79.6pp |
| Employer contribution / active EE | $2,361 | $3,417-30.9% | $4,829-51.1% | $2,427-2.7% |
| Participant deferral / active EE | $7,931 | $6,467+22.6% | $7,352+7.9% | $4,046+96.0% |
| Admin fee / account holder | $113 | $711-84.1% | $10,799-99.0% | $626-81.9% |