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 | $16,229 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Direct payment ... | $10,761 |
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 | $240,647 | $66,124+263.9% | $90,404+166.2% | $73,488+227.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.83% | 17.65%-1.8pp | 1293.02%-1277.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $15,948 | $2,346+579.7% | $3,262+388.9% | $2,270+602.5% |
| Participant deferral / active EE | $11,977 | $3,039+294.1% | $3,963+202.2% | $3,740+220.3% |
| Admin fee / account holder | $82 | $396-79.3% | $5,611-98.5% | $513-84.0% |