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: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $83,366 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,078 |
VANACORE DEBENEDICTUS2+ years Service code 10 · EIN 14-1604297 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,860 | $37,213+82.4% | $156,549-56.7% | $63,975+6.1% |
| Participation rate | 52.7% | 65.0%-12.3pp | 84.0%-31.3pp | 71.1%-18.5pp |
| Annual return | 7.34% | 47.89%-40.5pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $863 | $1,357-36.4% | $5,501-84.3% | $2,182-60.5% |
| Participant deferral / active EE | $2,853 | $2,070+37.8% | $4,871-41.4% | $3,356-15.0% |
| Admin fee / account holder | $10 | $56-81.6% | $13,027-99.9% | $70-85.3% |