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 49 · EIN 52-2114207 | Other Services | $6,835 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,732 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,019 | $46,360-52.5% | $147,614-85.1% | $52,331-57.9% |
| Participation rate | 74.3% | 64.9%+9.4pp | 84.6%-10.3pp | 68.1%+6.2pp |
| Annual return | -0.92% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,974 | $2,126-7.2% | $5,564-64.5% | $1,882+4.9% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $11 | $766-98.6% | $11,611-99.9% | $592-98.2% |