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 |
|---|---|---|
PKSA1+ years Filed as: PKSA C/O M. PENDERGAST Service code 27 · EIN 45-1484296 | Advisory (Plan) | $12,361 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,834 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,140 |
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 | $43,504 | $70,667-38.4% | $123,104-64.7% | $52,331-16.9% |
| Participation rate | 95.7% | 83.7%+12.0pp | 86.8%+8.9pp | 68.1%+27.6pp |
| Annual return | 3.40% | 6.23%-2.8pp | 13.22%-9.8pp | 4.54%-1.1pp |
| Employer contribution / active EE | $1,663 | $2,946-43.5% | $5,151-67.7% | $1,882-11.6% |
| Participant deferral / active EE | $3,682 | $4,493-18.0% | $6,230-40.9% | $3,022+21.8% |
| Admin fee / account holder | $165 | $506-67.4% | $9,015-98.2% | $592-72.1% |