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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,514 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,651 | $52,953-55.3% | $172,739-86.3% | $65,185-63.7% |
| Participation rate | 93.6% | 66.2%+27.4pp | 82.6%+11.0pp | 70.2%+23.4pp |
| Annual return | 17.50% | 30.12%-12.6pp | 802.84%-785.3pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,061 | $2,190-51.6% | $5,143-79.4% | $2,177-51.3% |
| Participant deferral / active EE | $1,921 | $2,471-22.3% | $5,198-63.0% | $3,514-45.3% |
| Admin fee / account holder | $75 | $472-84.2% | $13,954-99.5% | $847-91.2% |