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 COMPANY9+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $81,567 |
SILVERSTONE ASSET MANAGEMENT INC9+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $40,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $22,163 |
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 | $86,012 | $91,372-5.9% | $129,995-33.8% | $74,419+15.6% |
| Participation rate | 80.5% | 77.8%+2.7pp | 78.5%+2.0pp | 70.7%+9.8pp |
| Annual return | 16.53% | 23.21%-6.7pp | -137.18%+153.7pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,008 | $2,563-60.7% | $4,320-76.7% | $2,637-61.8% |
| Participant deferral / active EE | $3,100 | $4,721-34.3% | $5,820-46.7% | $4,528-31.5% |
| Admin fee / account holder | $135 | $283-52.4% | $10,614-98.7% | $348-61.3% |