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 |
|---|---|---|
FEDERATED4 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $28,334 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,699 |
EISNERAMPER LLP1 year Service code 49 · EIN 13-1639826 | Other Services | $5,779 |
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 | $75,751 | $62,928+20.4% | $172,739-56.1% | $67,579+12.1% |
| Participation rate | 70.8% | 64.5%+6.3pp | 82.6%-11.9pp | 71.3%-0.5pp |
| Annual return | 21.94% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $432 | $1,636-73.6% | $5,143-91.6% | $2,148-79.9% |
| Participant deferral / active EE | $3,588 | $2,145+67.3% | $5,198-31.0% | $3,539+1.4% |
| Admin fee / account holder | $36 | $167-78.6% | $13,954-99.7% | $142-74.9% |