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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,729 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $6,200 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $6,160 |
Annual investment return 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 | $37,950 | $81,537-53.5% | $149,718-74.7% | $69,631-45.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 10.02% | 22.79%-12.8pp | 1501.63%-1491.6pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $4,804 | $3,239+48.3% | $5,445-11.8% | $2,032+136.4% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $110 | $107+3.2% | $11,283-99.0% | $110-0.1% |