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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,642 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,632 | $75,760-63.5% | $123,104-77.6% | $59,188-53.3% |
| Participation rate | 86.0% | 86.0%-0.1pp | 86.8%-0.8pp | 69.4%+16.5pp |
| Annual return | -1.17% | 2.93%-4.1pp | 13.22%-14.4pp | 5.51%-6.7pp |
| Employer contribution / active EE | $1,960 | $3,415-42.6% | $5,151-61.9% | $2,098-6.6% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $165 | $61+171.5% | $9,015-98.2% | $92+78.9% |