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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 11 · EIN 42-0127290 | Actuarial | $111,944 |
MERCER2 years Service code 70 · EIN 13-2834144 | Consulting Fees | $85,000 |
CROWE LLP9 years Service code 10 · EIN 35-0921680 | Accounting | $73,103 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-4994650 | Investment Management | $10,172 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | -23.71% | -2.85%-20.9pp | 0.02%-23.7pp | 13.91%-37.6pp |
| Employer contribution / active EE | $0 | $35,799-100.0% | $32,547-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |