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 COMPANY5+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $48,156 |
SILVERSTONE ASSET MANAGEMENT INC5+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $45,364 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $25,852 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $79,529 | $69,159+15.0% | $125,175-36.5% | $67,579+17.7% |
| Participation rate | 91.9% | 78.2%+13.7pp | 79.8%+12.1pp | 71.3%+20.6pp |
| Annual return | 23.66% | 27.12%-3.5pp | 43.79%-20.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,030 | $2,023-49.1% | $3,865-73.3% | $2,148-52.0% |
| Participant deferral / active EE | $3,210 | $3,700-13.2% | $4,937-35.0% | $3,539-9.3% |
| Admin fee / account holder | $192 | $142+35.5% | $9,702-98.0% | $142+35.0% |