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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,000 |
CADARET GRANT & CO INC2 years Filed as: CADARET GRANT AGENCY INC Service code 49 · EIN 16-1305463 | Other Services | $3,241 |
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 | $17,487 | $47,977-63.6% | $154,107-88.7% | $56,287-68.9% |
| Participation rate | 87.0% | 66.2%+20.8pp | 83.0%+3.9pp | 69.9%+17.1pp |
| Annual return | -5.15% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $997 | $2,169-54.0% | $5,298-81.2% | $2,111-52.8% |
| Participant deferral / active EE | $1,377 | $2,392-42.4% | $5,081-72.9% | $3,350-58.9% |
| Admin fee / account holder | $67 | $438-84.6% | $13,411-99.5% | $521-87.1% |