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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,285 |
IMA WEALTH INC2 years Service code 49 · EIN 48-1233289 | Other Services | $21,119 |
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 | $93,949 | $43,723+114.9% | $121,196-22.5% | $64,186+46.4% |
| Participation rate | 87.7% | 58.3%+29.4pp | 71.7%+15.9pp | 69.6%+18.1pp |
| Annual return | -3.13% | 68.91%-72.0pp | 16.93%-20.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $4,536 | $1,296+249.9% | $4,022+12.8% | $2,381+90.5% |
| Participant deferral / active EE | $7,097 | $2,280+211.3% | $3,344+112.2% | $3,470+104.6% |
| Admin fee / account holder | $252 | $3,501-92.8% | $5,019-95.0% | $4,888-94.8% |