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 |
|---|---|---|
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 55 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $33,790 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,465 |
PRCA1 year Filed as: PRCA LLC Service code 13 · EIN 45-4208939 | Contract Administrator | $7,491 |
Filed as: FIRST GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 93-1225432 | Recordkeeping Fees | $1,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,326 | $42,582-2.9% | $171,082-75.8% | $57,658-28.3% |
| Participation rate | 44.0% | 63.9%-19.9pp | 76.7%-32.7pp | 70.2%-26.3pp |
| Annual return | 6.66% | 308.67%-302.0pp | 32.56%-25.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $997 | $2,933-66.0% | $4,797-79.2% | $3,061-67.4% |
| Admin fee / account holder | $94 | $82+14.7% | $8,520-98.9% | $95-0.1% |