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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $2,444 |
Filed as: PARK AVE SECURITIES LLC Service code 49 · EIN 13-4023176 | Other Services | $0 |
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 | $69,907 | $58,726+19.0% | $92,233-24.2% | $62,292+12.2% |
| Participation rate | 97.0% | 68.3%+28.6pp | 76.5%+20.5pp | 69.5%+27.5pp |
| Annual return | 20.75% | 43.62%-22.9pp | 176.28%-155.5pp | 28.90%-8.1pp |
| Employer contribution / active EE | $4,590 | $2,392+91.9% | $3,679+24.8% | $2,042+124.8% |
| Participant deferral / active EE | $8,585 | $2,766+210.4% | $3,897+120.3% | $3,169+170.9% |
| Admin fee / account holder | $16 | $556-97.1% | $5,194-99.7% | $479-96.6% |