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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,383 |
DANNIBLE & MCKEE, LLP1 year Filed as: DANNIBLE & MCKEE LLP Service code 10 · EIN 33-0996661 | Accounting | $9,609 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $88,992 | $58,726+51.5% | $92,233-3.5% | $62,292+42.9% |
| Participation rate | 89.9% | 68.3%+21.6pp | 76.5%+13.4pp | 69.5%+20.4pp |
| Annual return | 20.86% | 43.62%-22.8pp | 176.28%-155.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,211 | $2,392-49.4% | $3,679-67.1% | $2,042-40.7% |
| Participant deferral / active EE | $5,930 | $2,766+114.4% | $3,897+52.2% | $3,169+87.1% |
| Admin fee / account holder | $292 | $556-47.6% | $5,194-94.4% | $479-39.2% |