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) | $82,755 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,210 |
RBT CPAS, LLP1 year Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $10,000 |
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 | $75,497 | $44,989+67.8% | $170,442-55.7% | $77,958-3.2% |
| Participation rate | 54.1% | 64.6%-10.5pp | 83.6%-29.5pp | 71.6%-17.6pp |
| Annual return | 15.92% | 19.61%-3.7pp | 205.93%-190.0pp | 20.87%-4.9pp |
| Employer contribution / active EE | $882 | $1,466-39.9% | $5,433-83.8% | $2,310-61.8% |
| Participant deferral / active EE | $3,099 | $2,208+40.4% | $4,939-37.3% | $3,537-12.4% |
| Admin fee / account holder | $9 | $69-86.7% | $13,880-99.9% | $97-90.6% |