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 Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $66,633 |
SILVERSTONE ASSET MANAGEMENT INC6+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $42,635 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $29,263 |
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 | $89,138 | $78,419+13.7% | $133,956-33.5% | $73,409+21.4% |
| Participation rate | 93.0% | 78.6%+14.4pp | 79.8%+13.2pp | 72.2%+20.8pp |
| Annual return | 15.16% | 33.35%-18.2pp | 45.09%-29.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,090 | $2,044-46.7% | $3,919-72.2% | $2,234-51.2% |
| Participant deferral / active EE | $3,211 | $3,925-18.2% | $5,048-36.4% | $3,805-15.6% |
| Admin fee / account holder | $245 | $161+51.8% | $8,927-97.3% | $158+55.1% |