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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 46-0615386 | Advisory (Plan) | $30,450 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,446 |
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 | $57,543 | $63,924-10.0% | $108,579-47.0% | $55,167+4.3% |
| Participation rate | 99.1% | 74.3%+24.8pp | 79.6%+19.6pp | 69.0%+30.1pp |
| Annual return | 8.17% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $689 | $1,879-63.3% | $3,758-81.7% | $1,963-64.9% |
| Participant deferral / active EE | $4,607 | $3,067+50.2% | $4,311+6.9% | $3,054+50.9% |
| Admin fee / account holder | $31 | $618-95.1% | $7,645-99.6% | $504-93.9% |