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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,691 |
TAX SHELTERED COMPENSATION, INC.6+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 13 · EIN 41-0955056 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $1,625 |
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 | $65,338 | $78,419-16.7% | $133,956-51.2% | $73,409-11.0% |
| Participation rate | 49.8% | 78.6%-28.8pp | 79.8%-30.0pp | 72.2%-22.3pp |
| Annual return | 16.27% | 33.35%-17.1pp | 45.09%-28.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,145 | $2,044-44.0% | $3,919-70.8% | $2,234-48.7% |
| Participant deferral / active EE | $2,491 | $3,925-36.5% | $5,048-50.7% | $3,805-34.6% |
| Admin fee / account holder | $39 | $161-76.1% | $8,927-99.6% | $158-75.6% |