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 27 · EIN 47-1411118 | Advisory (Plan) | $19,682 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,270 |
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 | $21,533 | $52,670-59.1% | $90,404-76.2% | $73,409-70.7% |
| Participation rate | 86.4% | 67.7%+18.7pp | 72.7%+13.7pp | 72.2%+14.2pp |
| Annual return | 18.29% | 20.70%-2.4pp | 1293.02%-1274.7pp | 59.29%-41.0pp |
| Employer contribution / active EE | $1,337 | $1,872-28.6% | $3,262-59.0% | $2,234-40.2% |
| Participant deferral / active EE | $2,034 | $2,807-27.5% | $3,963-48.7% | $3,805-46.5% |
| Admin fee / account holder | $24 | $117-79.3% | $5,611-99.6% | $158-84.7% |