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) | $80,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,663 |
RBT CPAS, LLP4 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $5,000 |
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 | $84,829 | $56,095+51.2% | $178,490-52.5% | $90,288-6.0% |
| Participation rate | 56.0% | 65.6%-9.5pp | 81.9%-25.9pp | 73.4%-17.3pp |
| Annual return | 14.06% | 28.81%-14.8pp | 151.07%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $927 | $1,572-41.1% | $5,011-81.5% | $2,524-63.3% |
| Participant deferral / active EE | $3,777 | $2,669+41.5% | $5,202-27.4% | $4,232-10.8% |
| Admin fee / account holder | $11 | $101-89.0% | $13,984-99.9% | $114-90.3% |